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

Future Financial 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 Q4	–	Sell	-1,470	Closed	-$79.2K	–	445
2025 Q3	$79.2K	Hold	1,470	–	–	0.05%	199
2025 Q2	$77K	Hold	1,470	–	–	0.05%	192
2025 Q1	$73.2K	Hold	1,470	–	–	0.05%	192
2024 Q4	$71K	Hold	1,470	–	–	0.05%	201
2024 Q3	$66.6K	Buy	+1,470	New	+$64.1K	0.05%	219
2024 Q2	–	Sell	-1,470	Closed	-$61.9K	–	478
2024 Q1	$61.9K	Buy	+1,470	New	+$58K	0.05%	234
2022 Q2	–	Sell	-670	Closed	-$26K	–	492
2022 Q1	$26K	Hold	670	–	–	0.02%	340
2021 Q4	$26K	Buy	+670	New	+$26.3K	0.02%	348
2021 Q1	–	Sell	-22,779	Closed	-$672K	–	129
2020 Q4	$672K	Buy	+22,779	New	+$609K	0.78%	37

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Future Financial Wealth Management's XLF Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 1,470 shares — an estimated $79.2K sold.

Future Financial Wealth Management first reported a position in XLF in Q4 2020 and held it in 9 quarters. The position peaked at $672K in Q4 2020. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,470 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $79.2K.
Future Financial Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Future Financial Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $672K in Q4 2020.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.