Country Club Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Country Club Bank’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 Q3	$1.72M	Sell	31,769 -1,370	-4%	-$72.6K	0.1%	173
2025 Q2	$1.72M	Buy	33,139 +583	+2%	+$28.9K	0.11%	165
2025 Q1	$1.6M	Sell	32,556 -828	-2%	-$41.5K	0.11%	161
2024 Q4	$1.61M	Sell	33,384 -1,816	-5%	-$87.8K	0.11%	161
2024 Q3	$1.59M	Sell	35,200 -2,263	-6%	-$98.7K	0.11%	164
2024 Q2	$1.53M	Sell	37,463 -1,199	-3%	-$49.3K	0.11%	163
2024 Q1	$1.63M	Sell	38,662 -1,084	-3%	-$42.8K	0.11%	152
2023 Q4	$1.5M	Sell	39,746 -604	-1%	-$20.9K	0.11%	157
2023 Q3	$1.35M	Sell	40,350 -130	-0.3%	-$4.48K	0.11%	155
2023 Q2	$1.35M	Sell	40,480 -1,965	-5%	-$64.1K	0.11%	155
2023 Q1	$1.35M	Sell	42,445 -8,535	-17%	-$297K	0.11%	148
2022 Q4	$1.74M	Sell	50,980 -1,279	-2%	-$43.3K	0.15%	128
2022 Q3	$1.6M	Buy	52,259 +5,950	+13%	+$197K	0.15%	129
2022 Q2	$1.47M	Sell	46,309 -3,090	-6%	-$107K	0.14%	135
2022 Q1	$1.94M	Buy	+49,399	New	+$1.93M	0.17%	117

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 $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 $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Country Club Bank's XLF Position: Q3 2025 in Review

Country Club Bank reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q3 2025, selling an estimated $72.6K and leaving 31,769 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #173.

Country Club Bank first reported a position in XLF in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q1 2022. 1,817 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Country Club Bank held 31,769 shares of State Street Financial Select Sector SPDR ETF worth $1.72M as of Q3 2025.
Country Club Bank sold 1,370 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $72.6K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Country Club Bank's portfolio in Q3 2025, its #173 holding.
Country Club Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q1 2022.
1,817 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.