Lion Street Advisors’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
Q3
$735K Buy
18,268
+11,174
+158% +$592K 0.25% 81
2025
Q2
$372K Sell
7,094
-1,311
-16% -$64.9K 0.11% 189
2025
Q1
$419K Buy
8,405
+1,000
+14% +$50.2K 0.13% 167
2024
Q4
$358K Buy
7,405
+2,970
+67% +$144K 0.11% 179
2024
Q3
$201K Buy
+4,435
New +$194K 0.07% 254
2023
Q4
Sell
-7,125
Closed -$236K 270
2023
Q3
$236K Sell
7,125
-11,143
-61% -$384K 0.08% 216
2023
Q2
$735K Buy
18,268
+12,003
+192% +$392K 0.25% 81
2023
Q1
$201K Buy
+6,265
New +$218K 0.06% 229

Other funds holding XLF

Lion Street Advisors's XLF Position: Q3 2025 in Review

Lion Street Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 158% in Q3 2025, buying an estimated $592K and bringing the position to 18,268 shares worth $735K. The position accounts for 0.25% of the portfolio, ranked #81.

Lion Street Advisors first reported a position in XLF in Q1 2023 and has held it in 8 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Lion Street Advisors held 18,268 shares of State Street Financial Select Sector SPDR ETF worth $735K as of Q3 2025.
  • Lion Street Advisors bought 11,174 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $592K.
  • State Street Financial Select Sector SPDR ETF made up 0.25% of Lion Street Advisors's portfolio in Q3 2025, its #81 holding.
  • Lion Street Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 8 quarters since.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.