Firestone Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Firestone Capital 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 Q2	–	Sell	-6,767	Closed	-$337K	–	164
2025 Q1	$337K	Sell	6,767 -490	-7%	-$24.6K	0.09%	105
2024 Q4	$351K	Buy	7,257 +360	+5%	+$17.4K	0.09%	111
2024 Q3	$313K	Sell	6,897 -580	-8%	-$25.3K	0.08%	116
2024 Q2	$307K	Buy	7,477 +787	+12%	+$32.4K	0.08%	108
2024 Q1	$282K	Buy	+6,690	New	+$264K	0.08%	116
2021 Q4	–	Sell	-216	Closed	-$8K	–	455
2021 Q3	$8K	Hold	216	–	–	﹤0.01%	384
2021 Q2	$8K	Buy	216 +1	+0.5%	+$37	﹤0.01%	376
2021 Q1	$7K	Buy	215 +1	+0.5%	+$32	﹤0.01%	391
2020 Q4	$6K	Buy	+214	New	+$5.72K	﹤0.01%	399
2020 Q1	–	Sell	-1,792	Closed	-$55K	–	479
2019 Q4	$55K	Buy	+1,792	New	+$52.6K	0.02%	201

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

Firestone Capital Management's XLF Position: Q2 2025 in Review

Firestone Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 6,767 shares — an estimated $337K sold.

Firestone Capital Management first reported a position in XLF in Q4 2019 and held it in 10 quarters. The position peaked at $351K in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Firestone Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Firestone Capital Management sold 6,767 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $337K.
Firestone Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Firestone Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $351K in Q4 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Firestone Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.