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

Edge 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
Q1 		– Sell
-15,793
Closed -$763K – 119
2024
Q4 		$763K Sell
15,793
-33
-0.2% -$1.6K 0.68% 45
2024
Q3 		$717K Buy
+15,826
New +$691K 0.64% 46
2024
Q2 		– Sell
-15,707
Closed -$662K – 139
2024
Q1 		$662K Buy
+15,707
New +$620K 0.58% 53

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Edge Financial Advisors's XLF Position: Q1 2025 in Review

Edge Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 15,793 shares — an estimated $763K sold.

Edge Financial Advisors first reported a position in XLF in Q1 2024 and held it in 3 quarters. The position peaked at $763K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Edge Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 15,793 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $763K.
  • Edge Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
  • Edge Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $763K in Q4 2024.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.