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

IMS 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
2025 Q2	–	Sell	-4,240	Closed	-$211K	–	157
2025 Q1	$211K	Buy	4,240 +7	+0.2%	+$351	0.11%	133
2024 Q4	$205K	Buy	+4,233	New	+$205K	0.09%	135
2022 Q1	–	Sell	-6,125	Closed	-$239K	–	151
2021 Q4	$239K	Sell	6,125 -94	-2%	-$3.69K	0.12%	126
2021 Q3	$233K	Buy	6,219 +6	+0.1%	+$224	0.13%	122
2021 Q2	$228K	Buy	6,213 +5	+0.1%	+$183	0.13%	120
2021 Q1	$211K	Sell	6,208 -995	-14%	-$32K	0.13%	115
2020 Q4	$212K	Buy	+7,203	New	+$193K	0.13%	125
2020 Q3	–	Sell	-11,904	Closed	-$275K	–	125
2020 Q2	$275K	Buy	11,904 +39	+0.3%	+$886	0.21%	95
2020 Q1	$247K	Buy	11,865 +45	+0.4%	+$1.24K	0.25%	93
2019 Q4	$364K	Sell	11,820 -1,313	-10%	-$38.5K	0.25%	102
2019 Q3	$368K	Buy	13,133 +34	+0.3%	+$939	0.28%	98
2019 Q2	$362K	Buy	13,099 +34	+0.3%	+$921	0.27%	83
2019 Q1	$336K	Sell	13,065 -174	-1%	-$4.49K	0.27%	84
2018 Q4	$315K	Buy	13,239 +11,239	+562%	+$292K	0.29%	87
2018 Q3	$55K	Sell	2,000 -9,404	-82%	-$263K	0.04%	193
2018 Q2	$303K	Buy	11,404 +727	+7%	+$20.1K	0.19%	106
2018 Q1	$298K	Hold	10,677	–	–	0.18%	111
2017 Q4	$298K	Buy	10,677 +666	+7%	+$17.9K	0.18%	111
2017 Q3	$259K	Buy	+10,011	New	+$250K	0.17%	117

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

IMS Capital Management's XLF Position: Q2 2025 in Review

IMS Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,240 shares — an estimated $211K sold.

IMS Capital Management first reported a position in XLF in Q3 2017 and held it in 19 quarters. The position peaked at $368K in Q3 2019. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

IMS Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
IMS Capital Management sold 4,240 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $211K.
IMS Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 19 quarters.
IMS Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $368K in Q3 2019.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on IMS Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.