First Western Trust Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Western Trust Bank’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	-4,699	Closed	-$234K	–	202
2025 Q1	$234K	Hold	4,699	–	–	0.01%	169
2024 Q4	$227K	Hold	4,699	–	–	0.01%	180
2024 Q3	$213K	Buy	+4,699	New	+$205K	0.01%	195
2024 Q2	–	Sell	-5,471	Closed	-$230K	–	211
2024 Q1	$230K	Hold	5,471	–	–	0.01%	186
2023 Q4	$206K	Buy	+5,471	New	+$189K	0.01%	194
2023 Q3	–	Sell	-6,355	Closed	-$214K	–	187
2023 Q2	$214K	Sell	6,355 -848	-12%	-$27.7K	0.01%	180
2023 Q1	$232K	Buy	7,203 +454	+7%	+$15.8K	0.01%	177
2022 Q4	$231K	Hold	6,749	–	–	0.01%	174
2022 Q3	$205K	Sell	6,749 -50	-0.7%	-$1.65K	0.01%	165
2022 Q2	$216K	Buy	6,799 +621	+10%	+$21.5K	0.01%	166
2022 Q1	$242K	Buy	+6,178	New	+$241K	0.01%	169

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

First Western Trust Bank's XLF Position: Q2 2025 in Review

First Western Trust Bank sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,699 shares — an estimated $234K sold.

First Western Trust Bank first reported a position in XLF in Q1 2022 and held it in 11 quarters. The position peaked at $242K in Q1 2022. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

First Western Trust Bank reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
First Western Trust Bank sold 4,699 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $234K.
First Western Trust Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
First Western Trust Bank's State Street Financial Select Sector SPDR ETF position peaked at $242K in Q1 2022.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on First Western Trust Bank's 13F filing for Q2 2025, filed 8 Aug 2025.