Iyo Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Iyo Bank’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	-6,797	Closed	-$366K	–	41
2025 Q3	$366K	Hold	6,797	–	–	0.14%	36
2025 Q2	$356K	Sell	6,797 -13,590	-67%	-$673K	0.14%	35
2025 Q1	$1.01M	Buy	+20,387	New	+$1.02M	0.33%	39

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

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Iyo Bank's XLF Position: Q4 2025 in Review

Iyo Bank sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 6,797 shares — an estimated $366K sold.

Iyo Bank first reported a position in XLF in Q1 2025 and held it in 3 quarters. The position peaked at $1.01M in Q1 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Iyo Bank reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Iyo Bank sold 6,797 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $366K.
Iyo Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Iyo Bank's State Street Financial Select Sector SPDR ETF position peaked at $1.01M in Q1 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Iyo Bank's 13F filing for Q4 2025, filed 13 Feb 2026.