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

KWB Wealth’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	-6,724	Closed	-$325K	–	167
2025 Q1	$325K	Sell	6,724 -1,500	-18%	-$75.2K	0.04%	118
2024 Q4	$373K	Sell	8,224 -2,745	-25%	-$133K	0.05%	103
2024 Q3	$451K	Buy	10,969 +274	+3%	+$12K	0.06%	84
2024 Q2	$450K	Hold	10,695	–	–	0.06%	81
2024 Q1	$450K	Buy	10,695 +259	+2%	+$10.2K	0.06%	81
2023 Q4	$392K	Buy	10,436 +1,845	+21%	+$63.9K	0.06%	90
2023 Q3	$290K	Sell	8,591 -542	-6%	-$18.7K	0.05%	104
2023 Q2	$308K	Buy	+9,133	New	+$298K	0.05%	102

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

KWB Wealth's XLF Position: Q2 2025 in Review

KWB Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 6,724 shares — an estimated $325K sold.

KWB Wealth first reported a position in XLF in Q2 2023 and held it in 8 quarters. The position peaked at $451K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

KWB Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
KWB Wealth sold 6,724 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $325K.
KWB Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
KWB Wealth's State Street Financial Select Sector SPDR ETF position peaked at $451K in Q3 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.