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LVZ Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LVZ Inc’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
-21,566
Closed -$1.13M – 166
2025
Q2 		$1.13M Buy
21,566
+1,148
+6% +$56.8K 0.14% 50
2025
Q1 		$1.02M Buy
20,418
+305
+2% +$15.3K 0.13% 48
2024
Q4 		$972K Sell
20,113
-299
-1% -$14.5K 0.12% 47
2024
Q3 		$925K Buy
20,412
+366
+2% +$16K 0.12% 50
2024
Q2 		$824K Buy
+20,046
New +$825K 0.11% 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

LVZ Inc's XLF Position: Q3 2025 in Review

LVZ Inc sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 21,566 shares — an estimated $1.13M sold.

LVZ Inc first reported a position in XLF in Q2 2024 and held it in 5 quarters. The position peaked at $1.13M in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • LVZ Inc reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • LVZ Inc sold 21,566 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $1.13M.
  • LVZ Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
  • LVZ Inc's State Street Financial Select Sector SPDR ETF position peaked at $1.13M 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 LVZ Inc's 13F filing for Q3 2025, filed 27 Oct 2025.