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Compton Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Compton Financial Group’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
Q4 		– Sell
-157,389
Closed -$8.48M – 68
2025
Q3 		$8.48M Buy
157,389
+4,592
+3% +$243K 2.04% 9
2025
Q2 		$8M Buy
152,797
+9,622
+7% +$476K 2.08% 9
2025
Q1 		$7.13M Buy
+143,175
New +$7.18M 2.05% 9

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Compton Financial Group's XLF Position: Q4 2025 in Review

Compton Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 157,389 shares — an estimated $8.48M sold.

Compton Financial Group first reported a position in XLF in Q1 2025 and held it in 3 quarters. The position peaked at $8.48M in Q3 2025. 1,959 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Compton Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Compton Financial Group sold 157,389 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $8.48M.
  • Compton Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
  • Compton Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $8.48M in Q3 2025.
  • 1,959 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Compton Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.