III Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

III Capital 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
2026 Q1	–	Sell	-608,198	Closed	-$33.7M	–	77
2025 Q4	$33.7M	Buy	+608,198	New	+$32.4M	4.95%	4

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

III Capital Management's XLF Position: Q3 2025 in Review

III Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 8,000 shares — an estimated $419K sold.

III Capital Management first reported a position in XLF in Q2 2025 and held it in 1 quarter. The position peaked at $419K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

III Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
III Capital Management sold 8,000 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $419K.
III Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
III Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $419K in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on III Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.