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

IFS Group’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	$206K	Buy	+3,852	New	+$204K	0.18%	141

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFS Group's XLF Position: Q3 2025 in Review

IFS Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025: 3,852 shares worth $206K. The stake represents 0.18% of the portfolio and ranks #141 among its holdings.

1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

IFS Group held 3,852 shares of State Street Financial Select Sector SPDR ETF worth $206K as of Q3 2025.
State Street Financial Select Sector SPDR ETF was a new IFS Group position in Q3 2025.
State Street Financial Select Sector SPDR ETF made up 0.18% of IFS Group's portfolio in Q3 2025, its #141 holding.
1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on IFS Group's 13F filing for Q3 2025, filed 10 Nov 2025.