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Financial Advocates Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-38,968
Closed -$2.04M – 609
2025
Q2 		$2.04M Sell
38,968
-16,551
-30% -$819K 0.17% 123
2025
Q1 		$2.77M Sell
55,519
-17,227
-24% -$864K 0.19% 123
2024
Q4 		$3.52M Buy
72,746
+16,980
+30% +$821K 0.2% 113
2024
Q3 		$2.53M Buy
55,766
+25,792
+86% +$1.13M 0.14% 155
2024
Q2 		$1.23M Sell
29,974
-81,523
-73% -$3.36M 0.08% 245
2024
Q1 		$4.57M Buy
111,497
+46,315
+71% +$1.83M 0.26% 90
2023
Q4 		$2.59M Sell
65,182
-7,403
-10% -$256K 0.17% 133
2023
Q3 		$3.32M Buy
72,585
+14,720
+25% +$507K 0.24% 107
2023
Q2 		$1.95M Buy
57,865
+3,712
+7% +$121K 0.14% 168
2023
Q1 		$1.74M Buy
54,153
+745
+1% +$25.9K 0.13% 189
2022
Q4 		$1.83M Buy
53,408
+1,884
+4% +$63.7K 0.14% 178
2022
Q3 		$1.56M Sell
51,524
-3,442
-6% -$114K 0.13% 180
2022
Q2 		$1.73M Sell
54,966
-1,065
-2% -$36.8K 0.14% 177
2022
Q1 		$2.15M Sell
56,031
-23,113
-29% -$903K 0.14% 179
2021
Q4 		$3.09M Buy
79,144
+9,765
+14% +$384K 0.19% 126
2021
Q3 		$2.6M Buy
69,379
+13,279
+24% +$497K 0.18% 141
2021
Q2 		$2.06M Buy
56,100
+2,775
+5% +$102K 0.14% 177
2021
Q1 		$1.82M Sell
53,325
-6,244
-10% -$201K 0.13% 192
2020
Q4 		$4.8M Buy
59,569
+25,022
+72% +$669K 0.33% 69
2020
Q3 		$831K Sell
34,547
-22,582
-40% -$549K 0.07% 280
2020
Q2 		$2.2M Buy
57,129
+15,645
+38% +$355K 0.21% 115
2020
Q1 		$864K Sell
41,484
-48,777
-54% -$1.34M 0.12% 197
2019
Q4 		$2.78M Buy
90,261
+51,775
+135% +$1.52M 0.3% 90
2019
Q3 		$1.08M Sell
38,486
-4,289
-10% -$118K 0.12% 177
2019
Q2 		$1.18M Sell
42,775
-4,216
-9% -$114K 0.14% 167
2019
Q1 		$1.21M Sell
46,991
-35,424
-43% -$914K 0.15% 157
2018
Q4 		$1.96M Buy
82,415
+12,914
+19% +$335K 0.27% 102
2018
Q3 		$1.92M Buy
69,501
+5,026
+8% +$141K 0.21% 111
2018
Q2 		$1.72M Buy
64,475
+7,931
+14% +$219K 0.21% 114
2018
Q1 		$1.56M Buy
56,544
+10,409
+23% +$300K 0.2% 114
2017
Q4 		$1.29M Buy
+46,135
New +$1.24M 0.18% 126

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's XLF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 38,968 shares — an estimated $2.04M sold.

Financial Advocates Investment Management first reported a position in XLF in Q4 2017 and held it in 31 quarters. The position peaked at $4.8M in Q4 2020. 1,817 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 38,968 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $2.04M.
  • Financial Advocates Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $4.8M in Q4 2020.
  • 1,817 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.