Chesapeake Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Chesapeake Asset 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 Q1	–	Sell	-3,660	Closed	-$177K	–	611
2024 Q4	$177K	Hold	3,660	–	–	0.16%	85
2024 Q3	$166K	Hold	3,660	–	–	0.14%	87
2024 Q2	$150K	Hold	3,660	–	–	0.14%	83
2024 Q1	$154K	Hold	3,660	–	–	0.15%	85
2023 Q4	$138K	Sell	3,660 -217	-6%	-$7.51K	0.12%	97
2023 Q3	$129K	Buy	3,877 +217	+6%	+$7.48K	0.12%	98
2023 Q2	$123K	Hold	3,660	–	–	0.11%	104
2023 Q1	$118K	Buy	+3,660	New	+$127K	0.11%	109

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Chesapeake Asset Management's XLF Position: Q1 2025 in Review

Chesapeake Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 3,660 shares — an estimated $177K sold.

Chesapeake Asset Management first reported a position in XLF in Q1 2023 and held it in 8 quarters. The position peaked at $177K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Chesapeake Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Chesapeake Asset Management sold 3,660 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $177K.
Chesapeake Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 8 quarters.
Chesapeake Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $177K in Q4 2024.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Chesapeake Asset Management's 13F filing for Q1 2025, filed 5 Jan 2026.