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

Gibbs 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	-4,642	Closed	-$250K	–	346
2025 Q3	$250K	Sell	4,642 -37	-0.8%	-$1.96K	0.06%	292
2025 Q2	$245K	Sell	4,679 -28	-0.6%	-$1.39K	0.05%	321
2025 Q1	$234K	Buy	+4,707	New	+$236K	0.06%	288

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

Gibbs Wealth Management's XLF Position: Q4 2025 in Review

Gibbs Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 4,642 shares — an estimated $250K sold.

Gibbs Wealth Management first reported a position in XLF in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Gibbs Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Gibbs Wealth Management sold 4,642 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $250K.
Gibbs Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Gibbs Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $250K in Q3 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Gibbs Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.