Koesten Hirschmann & Crabtree’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Koesten Hirschmann & Crabtree’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	-233	Closed	-$12.6K	–	241
2025 Q3	$12.6K	Hold	233	–	–	0.01%	133
2025 Q2	$12.2K	Buy	+233	New	+$11.5K	0.01%	138
2023 Q4	–	Sell	-253	Closed	-$8.39K	–	202
2023 Q3	$8.39K	Buy	+253	New	+$8.72K	0.01%	112

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 22.9% 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

Koesten Hirschmann & Crabtree's XLF Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 233 shares — an estimated $12.6K sold.

Koesten Hirschmann & Crabtree first reported a position in XLF in Q3 2023 and held it in 3 quarters. The position peaked at $12.6K in Q3 2025. 1,968 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 233 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $12.6K.
Koesten Hirschmann & Crabtree first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and held it in 3 quarters.
Koesten Hirschmann & Crabtree's State Street Financial Select Sector SPDR ETF position peaked at $12.6K in Q3 2025.
1,968 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.