Flagship Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Flagship Private Wealth’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	-13,848	Closed	-$746K	–	119
2025 Q3	$746K	Buy	+13,848	New	+$734K	0.3%	55
2022 Q4	–	Sell	-7,213	Closed	-$219K	–	75
2022 Q3	$219K	Sell	7,213 -1,669	-19%	-$55.2K	0.23%	65
2022 Q2	$279K	Buy	8,882 +5	+0.1%	+$173	0.27%	59
2022 Q1	$340K	Sell	8,877 -1,005	-10%	-$39.3K	0.28%	57
2021 Q4	$386K	Sell	9,882 -6	-0.1%	-$236	0.28%	55
2021 Q3	$371K	Sell	9,888 -10,090	-51%	-$378K	0.3%	56
2021 Q2	$727K	Buy	19,978 +3,981	+25%	+$146K	0.55%	32
2021 Q1	$556K	Buy	15,997 +6,184	+63%	+$199K	0.46%	39
2020 Q4	$285K	Buy	+9,813	New	+$263K	0.26%	57

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 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Flagship Private Wealth's XLF Position: Q4 2025 in Review

Flagship Private Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 13,848 shares — an estimated $746K sold.

Flagship Private Wealth first reported a position in XLF in Q4 2020 and held it in 9 quarters. The position peaked at $746K in Q3 2025. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Flagship Private Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Flagship Private Wealth sold 13,848 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $746K.
Flagship Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Flagship Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $746K in Q3 2025.
1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Flagship Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.