Gries Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gries Financial’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 Q3	$246K	Hold	4,574	–	–	0.04%	270
2025 Q2	$240K	Buy	4,574 +451	+11%	+$22.3K	0.04%	251
2025 Q1	$205K	Buy	+4,123	New	+$207K	0.04%	268

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gries Financial's XLF Position: Q3 2025 in Review

Gries Financial held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 4,574 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #270.

Gries Financial first reported a position in XLF in Q1 2025 and has held it in 3 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Gries Financial held 4,574 shares of State Street Financial Select Sector SPDR ETF worth $246K as of Q3 2025.
Gries Financial left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Financial Select Sector SPDR ETF made up 0.04% of Gries Financial's portfolio in Q3 2025, its #270 holding.
Gries Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.