FSA Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

FSA Wealth 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 Q1	–	Sell	-100	Closed	-$4.83K	–	534
2024 Q4	$4.83K	Sell	100 -300	-75%	-$14.5K	﹤0.01%	393
2024 Q3	$18.1K	Buy	+400	New	+$17.5K	0.01%	251
2024 Q1	$25.3K	Hold	600	–	–	0.01%	218
2023 Q4	$23K	Buy	+600	New	+$20.8K	0.01%	216
2021 Q1	–	Sell	-800	Closed	-$24K	–	247
2020 Q4	$24K	Buy	+800	New	+$21.4K	0.01%	189
2020 Q2	–	Sell	-300	Closed	-$6K	–	423
2020 Q1	$6K	Buy	+300	New	+$8.26K	0.01%	293

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FSA Wealth Management's XLF Position: Q1 2025 in Review

FSA Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 100 shares — an estimated $4.83K sold.

FSA Wealth Management first reported a position in XLF in Q1 2020 and held it in 6 quarters. The position peaked at $25.3K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

FSA Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
FSA Wealth Management sold 100 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $4.83K.
FSA Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 6 quarters.
FSA Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $25.3K in Q1 2024.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.