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

Heartwood 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	-1,688	Closed	-$90.9K	–	611
2025 Q3	$90.9K	Buy	+1,688	New	+$89.4K	0.01%	265
2021 Q1	–	Sell	-92,726	Closed	-$2.73M	–	92
2020 Q4	$2.73M	Buy	92,726 +2,494	+3%	+$66.7K	0.44%	33
2020 Q3	$2.17M	Buy	90,232 +49	+0.1%	+$1.19K	0.42%	32
2020 Q2	$2.09M	Sell	90,183 -2,708	-3%	-$61.5K	0.41%	30
2020 Q1	$1.93M	Sell	92,891 -190,377	-67%	-$5.24M	0.46%	30
2019 Q4	$8.72M	Buy	+283,268	New	+$8.31M	1.67%	17

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

Heartwood Wealth Advisors's XLF Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 1,688 shares — an estimated $90.9K sold.

Heartwood Wealth Advisors first reported a position in XLF in Q4 2019 and held it in 6 quarters. The position peaked at $8.72M in Q4 2019. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Heartwood Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,688 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $90.9K.
Heartwood Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Heartwood Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.72M in Q4 2019.
1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.