KSWA
XLF icon

Kathleen S. Wright Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kathleen S. Wright Associates’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 		$798K Buy
14,822
+4
+0% +$212 0.3% 61
2025
Q2 		$776K Buy
14,818
+4
+0% +$198 0.3% 59
2025
Q1 		$738K Buy
14,814
+4
+0% +$201 0.31% 61
2024
Q4 		$716K Buy
14,810
+5
+0% +$242 0.3% 62
2024
Q3 		$671K Buy
14,805
+4
+0% +$175 0.28% 67
2024
Q2 		$608K Sell
14,801
-236
-2% -$9.71K 0.28% 65
2024
Q1 		$633K Buy
15,037
+5
+0% +$197 0.3% 61
2023
Q4 		$565K Sell
15,032
-298
-2% -$10.3K 0.29% 62
2023
Q3 		$509K Buy
15,330
+7
+0% +$241 0.28% 67
2023
Q2 		$517K Buy
15,323
+8
+0.1% +$261 0.33% 58
2023
Q1 		$492K Sell
15,315
-656
-4% -$22.8K 0.32% 61
2022
Q4 		$546K Buy
15,971
+10
+0.1% +$338 0.37% 59
2022
Q3 		$485K Sell
15,961
-590
-4% -$19.5K 0.39% 58
2022
Q2 		$521K Buy
16,551
+14
+0.1% +$484 0.44% 52
2022
Q1 		$634K Buy
16,537
+11
+0.1% +$430 0.46% 50
2021
Q4 		$645K Buy
+16,526
New +$650K 0.47% 52

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kathleen S. Wright Associates's XLF Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q3 2025, buying an estimated $212 and bringing the position to 14,822 shares worth $798K. The position accounts for 0.3% of the portfolio, ranked #61.

Kathleen S. Wright Associates first reported a position in XLF in Q4 2021 and has held it in 16 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Kathleen S. Wright Associates held 14,822 shares of State Street Financial Select Sector SPDR ETF worth $798K as of Q3 2025.
  • Kathleen S. Wright Associates bought 4 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $212.
  • State Street Financial Select Sector SPDR ETF made up 0.3% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #61 holding.
  • Kathleen S. Wright Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.