Federated Hermes’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Federated Hermes’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	-234	Closed	-$12.6K	–	2228
2025 Q3	$12.6K	Buy	+234	New	+$12.4K	﹤0.01%	1855
2022 Q1	–	Sell	-19,000	Closed	-$742K	–	2332
2021 Q4	$742K	Sell	19,000 -5,000	-21%	-$197K	﹤0.01%	1372
2021 Q3	$901K	Sell	24,000 -48,000	-67%	-$1.8M	﹤0.01%	1325
2021 Q2	$2.64M	Buy	72,000 +28,000	+64%	+$1.02M	﹤0.01%	1008
2021 Q1	$1.5M	Buy	+44,000	New	+$1.41M	﹤0.01%	1219
2020 Q3	–	Sell	-60,000	Closed	-$1.39M	–	2360
2020 Q2	$1.39M	Sell	60,000 -20,000	-25%	-$454K	﹤0.01%	1119
2020 Q1	$1.67M	Buy	80,000 +60,000	+300%	+$1.65M	﹤0.01%	950
2019 Q4	$616K	Sell	20,000 -30,000	-60%	-$880K	﹤0.01%	1412
2019 Q3	$1.4M	Buy	+50,000	New	+$1.38M	﹤0.01%	1162
2019 Q2	–	Sell	-67,800	Closed	-$1.74M	–	2231
2019 Q1	$1.74M	Buy	+67,800	New	+$1.75M	﹤0.01%	1100
2017 Q1	–	Sell	-200,000	Closed	-$4.65M	–	2191
2016 Q4	$4.65M	Hold	200,000	–	–	0.01%	585
2016 Q3	$3.86M	Sell	200,000 -27,829	-12%	-$574K	0.01%	643
2016 Q2	$4.57M	Buy	+227,829	New	+$4.61M	0.01%	574

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Federated Hermes's XLF Position: Q4 2025 in Review

Federated Hermes sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 234 shares — an estimated $12.6K sold.

Federated Hermes first reported a position in XLF in Q2 2016 and held it in 13 quarters. The position peaked at $4.65M in Q4 2016. 1,965 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Federated Hermes reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Federated Hermes sold 234 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $12.6K.
Federated Hermes first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
Federated Hermes's State Street Financial Select Sector SPDR ETF position peaked at $4.65M in Q4 2016.
1,965 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Federated Hermes's 13F filing for Q4 2025, filed 12 Feb 2026.