EHP Funds Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

EHP Funds Inc’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	$4.76M	Buy	86,900 +70,500	+430%	+$3.76M	10.9%	1
2025 Q3	$883K	Sell	16,400 -77,000	-82%	-$4.08M	0.78%	25
2025 Q2	$4.89M	Sell	93,400 -56,200	-38%	-$2.78M	1.7%	15
2025 Q1	$7.45M	Buy	+149,600	New	+$7.5M	5.86%	7
2024 Q1	–	Sell	-33,400	Closed	-$1.26M	–	206
2023 Q4	$1.26M	Buy	+33,400	New	+$1.16M	0.46%	21

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

EHP Funds Inc's XLF Position: Q4 2025 in Review

EHP Funds Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 430% in Q4 2025, buying an estimated $3.76M and bringing the position to 86,900 shares worth $4.76M. The position accounts for 10.9% of the portfolio, ranked #1.

EHP Funds Inc first reported a position in XLF in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.45M in Q1 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

EHP Funds Inc held 86,900 shares of State Street Financial Select Sector SPDR ETF worth $4.76M as of Q4 2025.
EHP Funds Inc bought 70,500 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $3.76M.
State Street Financial Select Sector SPDR ETF made up 10.9% of EHP Funds Inc's portfolio in Q4 2025, its #1 holding.
EHP Funds Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
EHP Funds Inc's State Street Financial Select Sector SPDR ETF position peaked at $7.45M 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 EHP Funds Inc's 13F filing for Q4 2025, filed 12 Feb 2026.