Little House Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Little House Capital’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	-4,712	Closed	-$235K	–	141
2025 Q1	$235K	Buy	+4,712	New	+$236K	0.06%	126
2021 Q2	–	Sell	-261,053	Closed	-$8.89M	–	191
2021 Q1	$8.89M	Buy	+261,053	New	+$8.39M	3.14%	5
2019 Q2	–	Sell	-4,396	Closed	-$113K	–	278
2019 Q1	$113K	Buy	+4,396	New	+$113K	0.08%	130

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

Little House Capital's XLF Position: Q2 2025 in Review

Little House Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,712 shares — an estimated $235K sold.

Little House Capital first reported a position in XLF in Q1 2019 and held it in 3 quarters. The position peaked at $8.89M in Q1 2021. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Little House Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Little House Capital sold 4,712 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $235K.
Little House Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 3 quarters.
Little House Capital's State Street Financial Select Sector SPDR ETF position peaked at $8.89M in Q1 2021.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Little House Capital's 13F filing for Q2 2025, filed 8 Jul 2025.