FSC Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

FSC Wealth Advisors’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	-733	Closed	-$35.4K	–	323
2024 Q4	$35.4K	Sell	733 -79,607	-99%	-$3.85M	0.02%	131
2024 Q3	$3.64M	Buy	+80,340	New	+$3.51M	2.61%	10
2024 Q1	–	Sell	-79,482	Closed	-$2.99M	–	308
2023 Q4	$2.99M	Buy	+79,482	New	+$2.75M	2.19%	15
2022 Q1	–	Sell	-335	Closed	-$13K	–	192
2021 Q4	$13K	Buy	+335	New	+$13.2K	0.01%	124

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

FSC Wealth Advisors's XLF Position: Q1 2025 in Review

FSC Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 733 shares — an estimated $35.4K sold.

FSC Wealth Advisors first reported a position in XLF in Q4 2021 and held it in 4 quarters. The position peaked at $3.64M in Q3 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

FSC Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
FSC Wealth Advisors sold 733 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $35.4K.
FSC Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
FSC Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.64M in Q3 2024.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.