Colony Family Offices’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Colony Family Offices’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	–	Sell	-200	Closed	-$9.96K	–	71
2025 Q1	$9.96K	Hold	200	–	–	﹤0.01%	69
2024 Q4	$9.67K	Hold	200	–	–	﹤0.01%	74
2024 Q3	$9.06K	Buy	+200	New	+$8.73K	﹤0.01%	63
2023 Q2	–	Sell	-4,000	Closed	-$129K	–	94
2023 Q1	$129K	Buy	+4,000	New	+$139K	0.05%	81

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

Colony Family Offices's XLF Position: Q2 2025 in Review

Colony Family Offices sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 200 shares — an estimated $9.96K sold.

Colony Family Offices first reported a position in XLF in Q1 2023 and held it in 4 quarters. The position peaked at $129K in Q1 2023. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Colony Family Offices reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Colony Family Offices sold 200 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $9.96K.
Colony Family Offices first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Colony Family Offices's State Street Financial Select Sector SPDR ETF position peaked at $129K in Q1 2023.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Colony Family Offices's 13F filing for Q2 2025, filed 23 Jul 2025.