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Iams Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Iams Wealth Management’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
-9,446
Closed -$509K – 210
2025
Q3 		$509K Buy
+9,446
New +$500K 0.2% 120

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Iams Wealth Management's XLF Position: Q4 2025 in Review

Iams Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 9,446 shares — an estimated $509K sold.

Iams Wealth Management first reported a position in XLF in Q3 2025 and held it in 1 quarter. The position peaked at $509K in Q3 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Iams Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Iams Wealth Management sold 9,446 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $509K.
  • Iams Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Iams Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $509K in Q3 2025.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.