Chase Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-10,426
Closed -$546K 158
2025
Q2
$546K Buy
+10,426
New +$516K 0.17% 86

Other funds holding XLF

Chase Investment Counsel's XLF Position: Q3 2025 in Review

Chase Investment Counsel sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 10,426 shares — an estimated $546K sold.

Chase Investment Counsel first reported a position in XLF in Q2 2025 and held it in 1 quarter. The position peaked at $546K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Chase Investment Counsel reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 10,426 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $546K.
  • Chase Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Chase Investment Counsel's State Street Financial Select Sector SPDR ETF position peaked at $546K 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 Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.