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Dale Q Rice Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dale Q Rice Investment 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 		– Sell
-4,802
Closed -$239K – 94
2025
Q1 		$239K Buy
+4,802
New +$241K 0.12% 80

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dale Q Rice Investment Management's XLF Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,802 shares — an estimated $239K sold.

Dale Q Rice Investment Management first reported a position in XLF in Q1 2025 and held it in 1 quarter. The position peaked at $239K in Q1 2025. 1,803 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 4,802 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $239K.
  • Dale Q Rice Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $239K in Q1 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.