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Castleview Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Castleview Partners’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
Q1 		– Sell
-350
Closed -$16.9K – 583
2024
Q4 		$16.9K Buy
+350
New +$16.9K 0.01% 497
2024
Q3 		– Sell
-116
Closed -$4.77K – 937
2024
Q2 		$4.77K Sell
116
-7,584
-98% -$312K ﹤0.01% 628
2024
Q1 		$324K Buy
7,700
+7,622
+9,772% +$301K 0.18% 129
2023
Q4 		$2.94K Sell
78
-21,158
-100% -$732K ﹤0.01% 663
2023
Q3 		$704K Buy
21,236
+21,020
+9,731% +$724K 0.65% 21
2023
Q2 		$7.28K Sell
216
-239
-53% -$7.8K 0.01% 464
2023
Q1 		$14.6K Buy
455
+444
+4,036% +$15.4K 0.01% 376
2022
Q4 		$381 Sell
11
-96
-90% -$3.25K ﹤0.01% 589
2022
Q3 		$3K Buy
107
+50
+88% +$1.65K ﹤0.01% 514
2022
Q2 		$4.98K Sell
57
-926
-94% -$32K ﹤0.01% 537
2022
Q1 		$37K Sell
983
-48,102
-98% -$1.88M 0.02% 384
2021
Q4 		$1.26K Buy
+49,085
New +$1.93M 0.01% 355
2021
Q2 		$195K Buy
+5,309
New +$194K 0.09% 214

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Castleview Partners's XLF Position: Q1 2025 in Review

Castleview Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 350 shares — an estimated $16.9K sold.

Castleview Partners first reported a position in XLF in Q2 2021 and held it in 13 quarters. The position peaked at $704K in Q3 2023. 1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Castleview Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 350 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $16.9K.
  • Castleview Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's State Street Financial Select Sector SPDR ETF position peaked at $704K in Q3 2023.
  • 1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.