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Glassy Mountain Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Glassy Mountain 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
Q2 		– Sell
-4,341
Closed -$216K – 64
2025
Q1 		$216K Hold
4,341
– – 0.08% 58
2024
Q4 		$210K Buy
+4,341
New +$210K 0.07% 57
2023
Q1 		– Sell
-855
Closed -$29.2K – 230
2022
Q4 		$29.2K Buy
+855
New +$28.9K 0.02% 144

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glassy Mountain Advisors's XLF Position: Q2 2025 in Review

Glassy Mountain Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,341 shares — an estimated $216K sold.

Glassy Mountain Advisors first reported a position in XLF in Q4 2022 and held it in 3 quarters. The position peaked at $216K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • Glassy Mountain Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Glassy Mountain Advisors sold 4,341 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $216K.
  • Glassy Mountain Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
  • Glassy Mountain Advisors's State Street Financial Select Sector SPDR ETF position peaked at $216K in Q1 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Glassy Mountain Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.