Lokken Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lokken Investment Group’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	$296K	Sell	5,490 -713	-11%	-$37.8K	0.1%	119
2025 Q2	$325K	Sell	6,203 -14,298	-70%	-$708K	0.13%	102
2025 Q1	$1.02M	Buy	20,501 +15,016	+274%	+$753K	0.43%	61
2024 Q4	$265K	Buy	5,485 +1	+0%	+$48	0.11%	112
2024 Q3	$249K	Sell	5,484 -548	-9%	-$23.9K	0.1%	130
2024 Q2	$248K	Buy	6,032 +1	+0%	+$41	0.12%	120
2024 Q1	$254K	Buy	6,031 +1	+0%	+$39	0.13%	117
2023 Q4	$227K	Buy	+6,030	New	+$209K	0.13%	119
2023 Q3	–	Sell	-6,027	Closed	-$203K	–	142
2023 Q2	$203K	Buy	+6,027	New	+$197K	0.13%	121
2023 Q1	–	Sell	-6,073	Closed	-$208K	–	141
2022 Q4	$208K	Buy	+6,073	New	+$205K	0.16%	110
2022 Q2	–	Sell	-6,613	Closed	-$228K	–	131
2022 Q1	$228K	Buy	6,613 +403	+6%	+$15.8K	0.18%	112
2021 Q4	$243K	Buy	6,210 +2	+0%	+$79	0.17%	114
2021 Q3	$233K	Buy	6,208 +1	+0%	+$37	0.18%	109
2021 Q2	$228K	Buy	+6,207	New	+$227K	0.19%	106

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lokken Investment Group's XLF Position: Q3 2025 in Review

Lokken Investment Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q3 2025, selling an estimated $37.8K and leaving 5,490 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #119.

Lokken Investment Group first reported a position in XLF in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Lokken Investment Group held 5,490 shares of State Street Financial Select Sector SPDR ETF worth $296K as of Q3 2025.
Lokken Investment Group sold 713 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $37.8K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #119 holding.
Lokken Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
Lokken Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $1.02M in Q1 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.