Financial Services Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Financial Services Advisory’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	-16,112	Closed	-$868K	–	75
2025 Q3	$868K	Sell	16,112 -40,048	-71%	-$2.12M	0.33%	42
2025 Q2	$2.94M	Buy	+56,160	New	+$2.78M	1.42%	18
2024 Q3	–	Sell	-22,338	Closed	-$918K	–	67
2024 Q2	$918K	Buy	22,338 +88	+0.4%	+$3.62K	0.25%	37
2024 Q1	$937K	Sell	22,250 -1,020	-4%	-$40.3K	0.23%	42
2023 Q4	$875K	Sell	23,270 -1,225	-5%	-$42.4K	0.25%	43
2023 Q3	$812K	Buy	+24,495	New	+$844K	0.4%	29
2018 Q2	–	Sell	-266,314	Closed	-$7.34M	–	27
2018 Q1	$7.34M	Sell	266,314 -4,226	-2%	-$122K	7.83%	4
2017 Q4	$7.55M	Buy	+270,540	New	+$7.28M	5.56%	8

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

Financial Services Advisory's XLF Position: Q4 2025 in Review

Financial Services Advisory sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 16,112 shares — an estimated $868K sold.

Financial Services Advisory first reported a position in XLF in Q4 2017 and held it in 8 quarters. The position peaked at $7.55M in Q4 2017. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Financial Services Advisory reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Financial Services Advisory sold 16,112 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $868K.
Financial Services Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 8 quarters.
Financial Services Advisory's State Street Financial Select Sector SPDR ETF position peaked at $7.55M in Q4 2017.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Financial Services Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.