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

Davies Financial 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	-11,753	Closed	-$633K	–	62
2025 Q3	$633K	Sell	11,753 -2,532	-18%	-$134K	0.51%	42
2025 Q2	$748K	Sell	14,285 -8,709	-38%	-$431K	0.58%	36
2025 Q1	$1.15M	Sell	22,994 -397	-2%	-$19.9K	0.98%	21
2024 Q4	$1.13M	Sell	23,391 -258	-1%	-$12.5K	0.96%	21
2024 Q3	$1.07M	Sell	23,649 -400	-2%	-$17.5K	0.94%	25
2024 Q2	$989K	Buy	24,049 +1,623	+7%	+$66.8K	0.92%	25
2024 Q1	$945K	Buy	+22,426	New	+$885K	0.96%	24

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Davies Financial Advisors's XLF Position: Q4 2025 in Review

Davies Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 11,753 shares — an estimated $633K sold.

Davies Financial Advisors first reported a position in XLF in Q1 2024 and held it in 7 quarters. The position peaked at $1.15M in Q1 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Davies Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Davies Financial Advisors sold 11,753 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $633K.
Davies Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Davies Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.15M in Q1 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.