IAG Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IAG Wealth Partners’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	-264	Closed	-$14.2K	–	530
2025 Q3	$14.2K	Buy	264 +155	+142%	+$8.21K	﹤0.01%	343
2025 Q2	$5.71K	Buy	+109	New	+$5.39K	﹤0.01%	388
2023 Q3	–	Sell	-286	Closed	-$9.64K	–	473
2023 Q2	$9.64K	Buy	+286	New	+$9.33K	﹤0.01%	314
2020 Q1	–	Sell	-529	Closed	-$17K	–	466
2019 Q4	$17K	Buy	+529	New	+$15.5K	0.01%	192

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

IAG Wealth Partners's XLF Position: Q4 2025 in Review

IAG Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 264 shares — an estimated $14.2K sold.

IAG Wealth Partners first reported a position in XLF in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

IAG Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 264 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $14.2K.
IAG Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
IAG Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $17K 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 IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.