Long Run Wealth 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
Q4
$15M Buy
273,007
+15,356
+6% +$818K 2.82% 9
2025
Q3
$13.9M Buy
257,651
+11,226
+5% +$595K 2.72% 9
2025
Q2
$12.9M Buy
246,425
+9,472
+4% +$469K 2.71% 9
2025
Q1
$11.8M Buy
236,953
+40,567
+21% +$2.03M 2.68% 9
2024
Q4
$9.49M Sell
196,386
-14,311
-7% -$692K 2.27% 11
2024
Q3
$9.55M Sell
210,697
-2,115
-1% -$92.3K 2.25% 12
2024
Q2
$8.75M Sell
212,812
-8,234
-4% -$339K 2.21% 12
2024
Q1
$9.31M Buy
221,046
+8,599
+4% +$339K 2.45% 13
2023
Q4
$7.99M Buy
212,447
+9,923
+5% +$344K 2.31% 13
2023
Q3
$6.72M Sell
202,524
-5,372
-3% -$185K 2.18% 13
2023
Q2
$7.01M Sell
207,896
-40,234
-16% -$1.31M 2.24% 14
2023
Q1
$7.98M Buy
248,130
+30,746
+14% +$1.07M 2.72% 12
2022
Q4
$7.43M Buy
217,384
+5,836
+3% +$197K 2.67% 12
2022
Q3
$6.42M Buy
211,548
+8,475
+4% +$280K 2.54% 13
2022
Q2
$6.39M Buy
203,073
+7,813
+4% +$270K 2.47% 9
2022
Q1
$7.48M Buy
195,260
+3,579
+2% +$140K 2.62% 10
2021
Q4
$7.49M Buy
+191,681
New +$7.53M 2.6% 9

Other funds holding XLF

Long Run Wealth Advisors's XLF Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6% in Q4 2025, buying an estimated $818K and bringing the position to 273,007 shares worth $15M. The position accounts for 2.82% of the portfolio, ranked #9.

Long Run Wealth Advisors first reported a position in XLF in Q4 2021 and has held it in 17 quarters since. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Long Run Wealth Advisors held 273,007 shares of State Street Financial Select Sector SPDR ETF worth $15M as of Q4 2025.
  • Long Run Wealth Advisors bought 15,356 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $818K.
  • State Street Financial Select Sector SPDR ETF made up 2.82% of Long Run Wealth Advisors's portfolio in Q4 2025, its #9 holding.
  • Long Run Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.