Ehrlich Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ehrlich Financial Group’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	-9,229	Closed	-$497K	–	121
2025 Q3	$497K	Sell	9,229 -63	-0.7%	-$3.34K	0.3%	67
2025 Q2	$487K	Sell	9,292 -15,996	-63%	-$792K	0.32%	66
2025 Q1	$1.26M	Buy	25,288 +18,715	+285%	+$939K	0.92%	36
2024 Q4	$318K	Buy	6,573 +1,016	+18%	+$49.1K	0.23%	80
2024 Q3	$252K	Sell	5,557 -404	-7%	-$17.6K	0.18%	88
2024 Q2	$245K	Sell	5,961 -3,641	-38%	-$150K	0.19%	89
2024 Q1	$404K	Buy	9,602 +1,588	+20%	+$62.7K	0.34%	65
2023 Q4	$301K	Buy	+8,014	New	+$277K	0.3%	72

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

Ehrlich Financial Group's XLF Position: Q4 2025 in Review

Ehrlich Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 9,229 shares — an estimated $497K sold.

Ehrlich Financial Group first reported a position in XLF in Q4 2023 and held it in 8 quarters. The position peaked at $1.26M in Q1 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Ehrlich Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Ehrlich Financial Group sold 9,229 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $497K.
Ehrlich Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Ehrlich Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.26M 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 Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.