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

Finley Financial’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	-11,965	Closed	-$645K	–	123
2025 Q3	$645K	Sell	11,965 -5,470	-31%	-$290K	0.3%	41
2025 Q2	$913K	Hold	17,435	–	–	0.46%	32
2025 Q1	$849K	Sell	17,435 -4,475	-20%	-$224K	0.47%	33
2024 Q4	$1.08M	Buy	+21,910	New	+$1.06M	0.56%	29

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

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 $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Finley Financial's XLF Position: Q4 2025 in Review

Finley Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 11,965 shares — an estimated $645K sold.

Finley Financial first reported a position in XLF in Q4 2024 and held it in 4 quarters. The position peaked at $1.08M in Q4 2024. 1,959 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Finley Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Finley Financial sold 11,965 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $645K.
Finley Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Finley Financial's State Street Financial Select Sector SPDR ETF position peaked at $1.08M in Q4 2024.
1,959 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Finley Financial's 13F filing for Q4 2025, filed 21 Jan 2026.