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

Grey Fox 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 Q4	–	Sell	-92	Closed	-$4.96K	–	616
2025 Q3	$4.96K	Buy	+92	New	+$4.88K	﹤0.01%	478
2023 Q2	–	Sell	-2,577	Closed	-$82.8K	–	529
2023 Q1	$82.8K	Buy	2,577 +1,349	+110%	+$46.9K	0.05%	152
2022 Q4	$42K	Buy	+1,228	New	+$41.5K	0.03%	175

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Grey Fox Wealth Advisors's XLF Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 92 shares — an estimated $4.96K sold.

Grey Fox Wealth Advisors first reported a position in XLF in Q4 2022 and held it in 3 quarters. The position peaked at $82.8K in Q1 2023. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 92 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $4.96K.
Grey Fox Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $82.8K in Q1 2023.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.