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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-10,000
Closed -$539K 97
2025
Q3
$539K Buy
10,000
+5,000
+100% +$265K 0.25% 61
2025
Q2
$264K Buy
+5,000
New +$247K 0.13% 74
2025
Q1
Sell
-10,000
Closed -$483K 87
2024
Q4
$483K Buy
+10,000
New +$484K 0.24% 66
2020
Q1
Sell
-17,330
Closed -$534K 97
2019
Q4
$534K Buy
+17,330
New +$509K 0.26% 54

Other funds holding XLF

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

Jupiter Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 10,000 shares — an estimated $539K sold.

Jupiter Wealth Management first reported a position in XLF in Q4 2019 and held it in 4 quarters. The position peaked at $539K in Q3 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Jupiter Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 10,000 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $539K.
  • Jupiter Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
  • Jupiter Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $539K 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 Jupiter Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.