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

Financial Counselors 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 Q2	–	Sell	-102,837	Closed	-$5.12M	–	559
2025 Q1	$5.12M	Sell	102,837 -179	-0.2%	-$8.98K	0.08%	194
2024 Q4	$4.98M	Buy	103,016 +588	+0.6%	+$28.4K	0.07%	198
2024 Q3	$4.64M	Sell	102,428 -1,146	-1%	-$50K	0.07%	205
2024 Q2	$4.26M	Sell	103,574 -2,357	-2%	-$97K	0.07%	201
2024 Q1	$4.46M	Sell	105,931 -1,951	-2%	-$77K	0.08%	200
2023 Q4	$4.06M	Buy	107,882 +382	+0.4%	+$13.2K	0.07%	202
2023 Q3	$3.57M	Buy	107,500 +3,394	+3%	+$117K	0.07%	202
2023 Q2	$3.51M	Sell	104,106 -5,950	-5%	-$194K	0.07%	200
2023 Q1	$3.54M	Buy	110,056 +1,193	+1%	+$41.5K	0.08%	201
2022 Q4	$3.72M	Sell	108,863 -13,087	-11%	-$443K	0.08%	195
2022 Q3	$3.7M	Buy	121,950 +6,760	+6%	+$223K	0.09%	187
2022 Q2	$3.62M	Buy	115,190 +4,969	+5%	+$172K	0.08%	191
2022 Q1	$4.22M	Sell	110,221 -1,497	-1%	-$58.5K	0.09%	193
2021 Q4	$4.36M	Sell	111,718 -2,850	-2%	-$112K	0.09%	193
2021 Q3	$4.3M	Buy	114,568 +6,095	+6%	+$228K	0.09%	197
2021 Q2	$3.98M	Sell	108,473 -5,569	-5%	-$204K	0.09%	200
2021 Q1	$3.88M	Sell	114,042 -1,664	-1%	-$53.4K	0.09%	199
2020 Q4	$3.41M	Sell	115,706 -840	-0.7%	-$22.5K	0.09%	206
2020 Q3	$2.81M	Sell	116,546 -13,286	-10%	-$323K	0.08%	201
2020 Q2	$3M	Sell	129,832 -18,678	-13%	-$424K	0.1%	193
2020 Q1	$3.09M	Buy	148,510 +2,969	+2%	+$81.7K	0.14%	156
2019 Q4	$4.48M	Sell	145,541 -1,156	-0.8%	-$33.9K	0.16%	154
2019 Q3	$4.11M	Sell	146,697 -1,621	-1%	-$44.7K	0.16%	152
2019 Q2	$4.09M	Sell	148,318 -3,069	-2%	-$83.1K	0.17%	152
2019 Q1	$3.89M	Buy	151,387 +3,988	+3%	+$103K	0.17%	152
2018 Q4	$3.51M	Sell	147,399 -11,553	-7%	-$300K	0.17%	155
2018 Q3	$4.38M	Buy	158,952 +10,049	+7%	+$281K	0.19%	147
2018 Q2	$3.96M	Sell	148,903 -1,233	-0.8%	-$34K	0.18%	152
2018 Q1	$4.14M	Sell	150,136 -10,642	-7%	-$306K	0.2%	151
2017 Q4	$4.49M	Buy	160,778 +495	+0.3%	+$13.3K	0.21%	148
2017 Q3	$4.14M	Sell	160,283 -20,609	-11%	-$514K	0.2%	148
2017 Q2	$4.46M	Sell	180,892 -12,972	-7%	-$308K	0.22%	143
2017 Q1	$4.6M	Buy	193,864 +4,712	+2%	+$113K	0.24%	139
2016 Q4	$4.4M	Buy	+189,152	New	+$4.06M	0.23%	141
2016 Q2	$4.18M	Buy	208,165 +12,512	+6%	+$253K	0.25%	141
2016 Q1	$3.86M	Sell	195,653 -4,518	-2%	-$86.1K	0.24%	146
2015 Q4	$4.19M	Sell	200,171 -9,735	-5%	-$205K	0.27%	124
2015 Q3	$4.17M	Sell	209,906 -4,223	-2%	-$89.5K	0.29%	123
2015 Q2	$4.58M	Sell	214,129 -18,192	-8%	-$393K	0.29%	121
2015 Q1	$4.92M	Buy	232,321 +13,641	+6%	+$289K	0.31%	117
2014 Q4	$4.75M	Sell	218,680 -16,969	-7%	-$355K	0.3%	112
2014 Q3	$4.79M	Buy	235,649 +9,162	+4%	+$185K	0.34%	94
2014 Q2	$4.52M	Buy	226,487 +7,866	+4%	+$153K	0.31%	109
2014 Q1	$4.29M	Buy	218,621 +1,082	+0.5%	+$20.7K	0.31%	110
2013 Q4	$4.17M	Buy	217,539 +9,164	+4%	+$169K	0.31%	109
2013 Q3	$3.64M	Buy	208,375 +3,082	+2%	+$54.6K	0.3%	112
2013 Q2	$3.5M	Buy	+205,293	New	+$3.44M	0.29%	111

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Financial Counselors Inc's XLF Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 102,837 shares — an estimated $5.12M sold.

Financial Counselors Inc first reported a position in XLF in Q2 2013 and held it in 47 quarters. The position peaked at $5.12M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Financial Counselors Inc reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 102,837 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $5.12M.
Financial Counselors Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's State Street Financial Select Sector SPDR ETF position peaked at $5.12M in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.