Lowe 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
Q3 | $9.7K | Hold |
180
| – | – | ﹤0.01% | 258 |
|
|
2025
Q2 | $9.43K | Hold |
180
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $8.97K | Hold |
180
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $8.7K | Hold |
180
| – | – | ﹤0.01% | 240 |
|
|
2024
Q3 | $8.16K | Hold |
180
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $7.4K | Hold |
180
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $7.58K | Hold |
180
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $6.77K | Hold |
180
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $5.97K | Hold |
180
| – | – | ﹤0.01% | 229 |
|
|
2023
Q2 | $6.07K | Hold |
180
| – | – | ﹤0.01% | 253 |
|
|
2023
Q1 | $5.79K | Hold |
180
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $6.16K | Hold |
180
| – | – | ﹤0.01% | 246 |
|
|
2022
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 250 |
|
|
2022
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 226 |
|
|
2022
Q1 | $7K | Sell |
180
-100
| -36% | -$3.91K | ﹤0.01% | 228 |
|
|
2021
Q4 | $11K | Hold |
280
| – | – | ﹤0.01% | 186 |
|
|
2021
Q3 | $11K | Buy |
280
+100
| +56% | +$3.74K | 0.01% | 180 |
|
|
2021
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 200 |
|
|
2021
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 200 |
|
|
2020
Q4 | $5K | Hold |
180
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $4K | Sell |
180
-130
| -42% | -$3.16K | ﹤0.01% | 209 |
|
|
2020
Q2 | $7K | Buy |
310
+130
| +72% | +$2.95K | ﹤0.01% | 177 |
|
|
2020
Q1 | $4K | Sell |
180
-157,565
| -100% | -$4.34M | ﹤0.01% | 201 |
|
|
2019
Q4 | $4.86M | Sell |
157,745
-4,152
| -3% | -$122K | 2.7% | 11 |
|
|
2019
Q3 | $4.53M | Sell |
161,897
-4,321
| -3% | -$119K | 2.71% | 11 |
|
|
2019
Q2 | $4.59M | Sell |
166,218
-4,599
| -3% | -$125K | 2.75% | 11 |
|
|
2019
Q1 | $4.39M | Sell |
170,817
-161
| -0.1% | -$4.16K | 2.66% | 12 |
|
|
2018
Q4 | $4.07M | Sell |
170,978
-5,077
| -3% | -$132K | 2.78% | 12 |
|
|
2018
Q3 | $4.86M | Buy |
176,055
+811
| +0.5% | +$22.7K | 2.87% | 12 |
|
|
2018
Q2 | $4.66M | Buy |
175,244
+1,697
| +1% | +$46.8K | 2.89% | 12 |
|
|
2018
Q1 | $4.79M | Sell |
173,547
-948
| -0.5% | -$27.3K | 3% | 12 |
|
|
2017
Q4 | $4.87M | Buy |
174,495
+12,209
| +8% | +$329K | 2.97% | 11 |
|
|
2017
Q3 | $4.2M | Buy |
162,286
+3,533
| +2% | +$88.2K | 2.62% | 11 |
|
|
2017
Q2 | $3.92M | Buy |
158,753
+157,693
| +14,877% | +$3.74M | 2.5% | 11 |
|
|
2017
Q1 | $25K | Hold |
1,060
| – | – | 0.02% | 86 |
|
|
2016
Q4 | $25K | Hold |
1,060
| – | – | 0.02% | 87 |
|
|
2016
Q3 | $20K | Sell |
1,060
-147
| -12% | -$3.03K | 0.01% | 101 |
|
|
2016
Q2 | $24K | Buy |
1,207
+586
| +94% | +$11.9K | 0.02% | 90 |
|
|
2016
Q1 | $12K | Hold |
621
| – | – | 0.01% | 122 |
|
|
2015
Q4 | $13K | Sell |
621
-4,159
| -87% | -$87.6K | 0.01% | 119 |
|
|
2015
Q3 | $95K | Buy |
4,780
+4,159
| +670% | +$88.1K | 0.07% | 39 |
|
|
2015
Q2 | $13K | Buy |
621
+600
| +2,857% | +$13K | 0.01% | 125 |
|
|
2015
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 229 |
|
|
2014
Q4 | $0 | Buy |
+21
| New | +$440 | ﹤0.01% | 203 |
|
Other funds holding XLF
Lowe Wealth Advisors's XLF Position: Q3 2025 in Review
Lowe Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 180 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #258.
Lowe Wealth Advisors first reported a position in XLF in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.87M in Q4 2017. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.
- Lowe Wealth Advisors held 180 shares of State Street Financial Select Sector SPDR ETF worth $9.7K as of Q3 2025.
- Lowe Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
- State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #258 holding.
- Lowe Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.87M in Q4 2017.
- 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.