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

Leslie Global 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 Q4	–	Sell	-29,603	Closed	-$1.59M	–	79
2025 Q3	$1.59M	Buy	29,603 +1,751	+6%	+$92.8K	0.75%	20
2025 Q2	$1.46M	Sell	27,852 -1,187	-4%	-$58.7K	0.78%	19
2025 Q1	$1.45M	Sell	29,039 -2,724	-9%	-$137K	0.7%	22
2024 Q4	$1.54M	Sell	31,763 -635	-2%	-$30.7K	0.71%	25
2024 Q3	$1.47M	Buy	32,398 +477	+1%	+$20.8K	0.71%	23
2024 Q2	$1.31M	Buy	+31,921	New	+$1.31M	0.77%	20

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

Leslie Global Wealth's XLF Position: Q4 2025 in Review

Leslie Global Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 29,603 shares — an estimated $1.59M sold.

Leslie Global Wealth first reported a position in XLF in Q2 2024 and held it in 6 quarters. The position peaked at $1.59M in Q3 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Leslie Global Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Leslie Global Wealth sold 29,603 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $1.59M.
Leslie Global Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
Leslie Global Wealth's State Street Financial Select Sector SPDR ETF position peaked at $1.59M in Q3 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Leslie Global Wealth's 13F filing for Q4 2025, filed 2 Feb 2026.