EWG Elevate’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

EWG Elevate’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 Q3	$2.84M	Sell	52,699 -28,142	-35%	-$1.49M	0.89%	40
2025 Q2	$4.23M	Buy	80,841 +72,763	+901%	+$3.6M	1.3%	22
2025 Q1	$402K	Sell	8,078 -12,892	-61%	-$647K	0.15%	83
2024 Q4	$1.01M	Buy	20,970 +9,001	+75%	+$435K	0.31%	70
2024 Q3	$542K	Buy	11,969 +4,786	+67%	+$209K	0.22%	67
2024 Q2	$295K	Buy	+7,183	New	+$296K	0.11%	107
2023 Q1	–	Sell	-1,692	Closed	-$57.9K	–	808
2022 Q4	$57.9K	Buy	+1,692	New	+$57.2K	0.03%	165
2022 Q2	–	Sell	-6,813	Closed	-$261K	–	104
2022 Q1	$261K	Hold	6,813	–	–	0.1%	74
2021 Q4	$266K	Hold	6,813	–	–	0.13%	72
2021 Q3	$256K	Buy	6,813 +161	+2%	+$6.02K	0.11%	75
2021 Q2	$246K	Buy	6,652 +108	+2%	+$3.95K	0.1%	72
2021 Q1	$223K	Buy	+6,544	New	+$210K	0.1%	67
2020 Q1	–	Sell	-7,516	Closed	-$231K	–	85
2019 Q4	$231K	Buy	+7,516	New	+$221K	0.13%	69

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate's XLF Position: Q3 2025 in Review

EWG Elevate reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 35% in Q3 2025, selling an estimated $1.49M and leaving 52,699 shares worth $2.84M. The position accounts for 0.89% of the portfolio, ranked #40.

EWG Elevate first reported a position in XLF in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.23M in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

EWG Elevate held 52,699 shares of State Street Financial Select Sector SPDR ETF worth $2.84M as of Q3 2025.
EWG Elevate sold 28,142 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $1.49M.
State Street Financial Select Sector SPDR ETF made up 0.89% of EWG Elevate's portfolio in Q3 2025, its #40 holding.
EWG Elevate first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
EWG Elevate's State Street Financial Select Sector SPDR ETF position peaked at $4.23M in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.