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

CSM 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 Q4	–	Sell	-688,900	Closed	-$37.1M	–	429
2025 Q3	$37.1M	Hold	688,900	–	–	1.04%	16
2025 Q2	$36.1M	Sell	688,900 -688,900	-50%	-$34.1M	1.05%	17
2025 Q1	$68.6M	Hold	1,377,800	–	–	3.74%	7
2024 Q4	$66.6M	Buy	1,377,800 +688,900	+100%	+$33.3M	3.11%	7
2024 Q3	$31.2M	Hold	688,900	–	–	2.03%	8
2024 Q2	$28.3M	Hold	688,900	–	–	2%	11
2024 Q1	$29M	Hold	688,900	–	–	1.91%	11
2023 Q4	$25.9M	Buy	+688,900	New	+$23.8M	1.87%	12
2022 Q1	–	Sell	-744,317	Closed	-$29.1M	–	159
2021 Q4	$29.1M	Buy	+744,317	New	+$29.3M	1.92%	13

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CSM Advisors's XLF Position: Q4 2025 in Review

CSM Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 688,900 shares — an estimated $37.1M sold.

CSM Advisors first reported a position in XLF in Q4 2021 and held it in 9 quarters. The position peaked at $68.6M in Q1 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

CSM Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
CSM Advisors sold 688,900 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $37.1M.
CSM Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
CSM Advisors's State Street Financial Select Sector SPDR ETF position peaked at $68.6M in Q1 2025.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on CSM Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.