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

Centricity 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 Q2	$11.8K	Hold	226	–	–	0.01%	308
2025 Q1	$11.3K	Hold	226	–	–	0.01%	309
2024 Q4	$10.9K	Buy	+226	New	+$10.9K	0.01%	317

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centricity Wealth Management's XLF Position: Q2 2025 in Review

Centricity Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2025 at 226 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #308.

Centricity Wealth Management first reported a position in XLF in Q4 2024 and has held it in 3 quarters since. 1,807 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Centricity Wealth Management held 226 shares of State Street Financial Select Sector SPDR ETF worth $11.8K as of Q2 2025.
Centricity Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Financial Select Sector SPDR ETF made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #308 holding.
Centricity Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
1,807 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.