Court Place Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.25M Buy
41,697
+6
+0% +$318 0.68% 33
2025
Q2
$2.18M Sell
41,691
-850
-2% -$42.1K 0.69% 31
2025
Q1
$2.12M Buy
42,541
+6
+0% +$301 0.7% 35
2024
Q4
$2.06M Sell
42,535
-942
-2% -$45.5K 0.67% 37
2024
Q3
$1.97M Buy
43,477
+6
+0% +$262 0.57% 44
2024
Q2
$1.79M Buy
43,471
+407
+0.9% +$16.8K 0.56% 45
2024
Q1
$1.81M Sell
43,064
-1,494
-3% -$59K 0.59% 44
2023
Q4
$1.68M Sell
44,558
-2,392
-5% -$82.8K 0.55% 47
2023
Q3
$1.56M Sell
46,950
-93
-0.2% -$3.21K 0.55% 47
2023
Q2
$1.59M Sell
47,043
-1,193
-2% -$38.9K 0.56% 46
2023
Q1
$1.55M Sell
48,236
-1,157
-2% -$40.2K 0.56% 48
2022
Q4
$1.69M Sell
49,393
-1,752
-3% -$59.3K 0.61% 43
2022
Q3
$1.55M Sell
51,145
-1,150
-2% -$38K 0.62% 42
2022
Q2
$1.65M Hold
52,295
0.62% 41
2022
Q1
$2M Sell
52,295
-12,650
-19% -$494K 0.65% 40
2021
Q4
$2.54M Sell
64,945
-3,225
-5% -$127K 0.7% 42
2021
Q3
$2.56M Sell
68,170
-1,600
-2% -$59.9K 0.76% 36
2021
Q2
$2.56M Sell
69,770
-1,750
-2% -$64K 0.75% 39
2021
Q1
$2.44M Sell
71,520
-1,550
-2% -$49.8K 0.76% 39
2020
Q4
$2.15M Sell
73,070
-1,700
-2% -$45.5K 0.72% 40
2020
Q3
$1.8M Sell
74,770
-2,150
-3% -$52.3K 0.67% 40
2020
Q2
$1.78M Sell
76,920
-2,400
-3% -$54.5K 0.69% 39
2020
Q1
$1.65M Sell
79,320
-1,404
-2% -$38.7K 0.74% 36
2019
Q4
$2.48M Sell
80,724
-1,275
-2% -$37.4K 0.9% 32
2019
Q3
$2.3M Sell
81,999
-809
-1% -$22.3K 0.89% 31
2019
Q2
$2.29M Sell
82,808
-3,990
-5% -$108K 0.9% 32
2019
Q1
$2.23M Sell
86,798
-10
-0% -$258 0.9% 32
2018
Q4
$2.07M Sell
86,808
-505
-0.6% -$13.1K 0.94% 33
2018
Q3
$2.41M Buy
87,313
+594
+0.7% +$16.6K 0.91% 33
2018
Q2
$2.31M Sell
86,719
-3,290
-4% -$90.7K 0.96% 34
2018
Q1
$2.48M Buy
90,009
+2,319
+3% +$66.8K 1.04% 32
2017
Q4
$2.45M Buy
87,690
+1,160
+1% +$31.2K 1.01% 32
2017
Q3
$2.24M Buy
86,530
+650
+0.8% +$16.2K 1% 31
2017
Q2
$2.12M Buy
85,880
+1,730
+2% +$41.1K 1.01% 32
2017
Q1
$2M Buy
84,150
+6,865
+9% +$164K 0.98% 32
2016
Q4
$1.8M Buy
77,285
+3,528
+5% +$75.7K 0.93% 33
2016
Q3
$1.42M Sell
73,757
-10,263
-12% -$212K 0.79% 37
2016
Q2
$1.69M Buy
84,020
+4,289
+5% +$86.8K 0.98% 33
2016
Q1
$1.57M Buy
79,731
+1,709
+2% +$32.6K 0.97% 32
2015
Q4
$1.63M Hold
78,022
1.05% 31
2015
Q3
$1.55M Sell
78,022
-171
-0.2% -$3.62K 1.07% 30
2015
Q2
$1.67M Hold
78,193
1.07% 30
2015
Q1
$1.66M Hold
78,193
1.05% 30
2014
Q4
$1.7M Hold
78,193
1.1% 28
2014
Q3
$1.59M Hold
78,193
1.08% 29
2014
Q2
$1.56M Hold
78,193
1.08% 30
2014
Q1
$1.53M Hold
78,193
1.11% 30
2013
Q4
$1.5M Buy
+78,193
New +$1.44M 1.15% 29

Other funds holding XLF

Court Place Advisors's XLF Position: Q3 2025 in Review

Court Place Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.01% in Q3 2025, buying an estimated $318 and bringing the position to 41,697 shares worth $2.25M. The position accounts for 0.68% of the portfolio, ranked #33.

Court Place Advisors first reported a position in XLF in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.56M in Q2 2021. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Court Place Advisors held 41,697 shares of State Street Financial Select Sector SPDR ETF worth $2.25M as of Q3 2025.
  • Court Place Advisors bought 6 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $318.
  • State Street Financial Select Sector SPDR ETF made up 0.68% of Court Place Advisors's portfolio in Q3 2025, its #33 holding.
  • Court Place Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 48 quarters since.
  • Court Place Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.56M in Q2 2021.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.