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CarsonAllaria Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CarsonAllaria Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-574
Closed -$30.1K – 340
2025
Q2 		$30.1K Hold
574
– – 0.02% 164
2025
Q1 		$28.6K Hold
574
– – 0.02% 167
2024
Q4 		$27.7K Hold
574
– – 0.02% 172
2024
Q3 		$26K Buy
+574
New +$25K 0.01% 185
2024
Q2 		– Sell
-54
Closed -$2.27K – 426
2024
Q1 		$2.27K Buy
+54
New +$2.13K ﹤0.01% 329

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CarsonAllaria Wealth Management's XLF Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 574 shares — an estimated $30.1K sold.

CarsonAllaria Wealth Management first reported a position in XLF in Q1 2024 and held it in 5 quarters. The position peaked at $30.1K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 574 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $30.1K.
  • CarsonAllaria Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $30.1K in Q2 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.