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Logan Stone Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Logan Stone 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
Q3 		– Sell
-9,128
Closed -$478K – 94
2025
Q2 		$478K Buy
+9,128
New +$452K 0.22% 51

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Logan Stone Capital's XLF Position: Q3 2025 in Review

Logan Stone Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 9,128 shares — an estimated $478K sold.

Logan Stone Capital first reported a position in XLF in Q2 2025 and held it in 1 quarter. The position peaked at $478K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Logan Stone Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Logan Stone Capital sold 9,128 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $478K.
  • Logan Stone Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Logan Stone Capital's State Street Financial Select Sector SPDR ETF position peaked at $478K in Q2 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Logan Stone Capital's 13F filing for Q3 2025, filed 14 Nov 2025.