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

Congress 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	$151M	Buy	2,879,565 +16,226	+0.6%	+$803K	1.46%	5
2025 Q1	$143M	Sell	2,863,339 -2,830	-0.1%	-$142K	1.71%	4
2024 Q4	$139M	Sell	2,866,169 -46,413	-2%	-$2.24M	1.9%	3
2024 Q3	$132M	Sell	2,912,582 -29,443	-1%	-$1.28M	1.76%	5
2024 Q2	$121M	Buy	2,942,025 +61,698	+2%	+$2.54M	1.92%	4
2024 Q1	$121M	Buy	2,880,327 +810,107	+39%	+$32M	2.1%	4
2023 Q4	$77.8M	Buy	2,070,220 +353,509	+21%	+$12.2M	1.43%	12
2023 Q3	$56.9M	Buy	1,716,711 +81,303	+5%	+$2.8M	1.18%	16
2023 Q2	$55.1M	Sell	1,635,408 -16,911	-1%	-$552K	1.28%	16
2023 Q1	$53.1M	Sell	1,652,319 -459,396	-22%	-$16M	1.28%	15
2022 Q4	$72.2M	Buy	2,111,715 +261,935	+14%	+$8.86M	1.86%	7
2022 Q3	$56.2M	Sell	1,849,780 -497,116	-21%	-$16.4M	1.51%	10
2022 Q2	$73.8M	Buy	2,346,896 +46,933	+2%	+$1.62M	1.89%	7
2022 Q1	$88.1M	Sell	2,299,963 -109,156	-5%	-$4.27M	1.93%	5
2021 Q4	$94.1M	Buy	+2,409,119	New	+$94.7M	1.87%	4

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

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

Congress Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.57% in Q2 2025, buying an estimated $803K and bringing the position to 2,879,565 shares worth $151M. The position accounts for 1.46% of the portfolio, ranked #5.

Congress Wealth Management first reported a position in XLF in Q4 2021 and has held it in 15 quarters since. 1,807 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Congress Wealth Management held 2,879,565 shares of State Street Financial Select Sector SPDR ETF worth $151M as of Q2 2025.
Congress Wealth Management bought 16,226 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $803K.
State Street Financial Select Sector SPDR ETF made up 1.46% of Congress Wealth Management's portfolio in Q2 2025, its #5 holding.
Congress Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
1,807 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.