Delta Financial Group’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
Q1
$422K Buy
8,419
+50
+0.6% +$2.51K 0.1% 151
2024
Q4
$404K Sell
8,369
-65
-0.8% -$3.14K 0.09% 152
2024
Q3
$382K Sell
8,434
-11
-0.1% -$480 0.14% 81
2024
Q2
$347K Buy
8,445
+878
+12% +$36.1K 0.15% 83
2024
Q1
$319K Sell
7,567
-1,364
-15% -$53.8K 0.09% 169
2023
Q4
$336K Buy
8,931
+489
+6% +$16.9K 0.11% 148
2023
Q3
$280K Sell
8,442
-67
-0.8% -$2.31K 0.1% 160
2023
Q2
$287K Buy
8,509
+359
+4% +$11.7K 0.34% 64
2023
Q1
$262K Buy
+8,150
New +$283K 0.1% 143

Other funds holding XLF

Delta Financial Group's XLF Position: Q1 2025 in Review

Delta Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.6% in Q1 2025, buying an estimated $2.51K and bringing the position to 8,419 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #151.

Delta Financial Group first reported a position in XLF in Q1 2023 and has held it in 9 quarters since. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Delta Financial Group held 8,419 shares of State Street Financial Select Sector SPDR ETF worth $422K as of Q1 2025.
  • Delta Financial Group bought 50 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $2.51K.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Delta Financial Group's portfolio in Q1 2025, its #151 holding.
  • Delta Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 9 quarters since.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.