Continuum Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Continuum Wealth Advisors’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	-97,001	Closed	-$4.83M	–	66
2025 Q1	$4.83M	Buy	+97,001	New	+$4.87M	2.48%	11
2024 Q2	–	Sell	-123,313	Closed	-$5.19M	–	68
2024 Q1	$5.19M	Buy	+123,313	New	+$4.87M	2.94%	12

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

Continuum Wealth Advisors's XLF Position: Q2 2025 in Review

Continuum Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 97,001 shares — an estimated $4.83M sold.

Continuum Wealth Advisors first reported a position in XLF in Q1 2024 and held it in 2 quarters. The position peaked at $5.19M in Q1 2024. 1,807 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Continuum Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Continuum Wealth Advisors sold 97,001 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $4.83M.
Continuum Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
Continuum Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $5.19M in Q1 2024.
1,807 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Continuum Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.