Macroview Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Macroview Investment Management’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	-25,811	Closed	-$1.35M	–	101
2025 Q2	$1.35M	Buy	25,811 +12	+0%	+$594	1.1%	28
2025 Q1	$1.29M	Buy	+25,799	New	+$1.29M	1.2%	27
2024 Q1	–	Sell	-151	Closed	-$5.68K	–	708
2023 Q4	$5.68K	Hold	151	–	–	0.01%	385
2023 Q3	$5.01K	Hold	151	–	–	0.01%	427
2023 Q2	$5.09K	Hold	151	–	–	0.01%	341
2023 Q1	$4.86K	Hold	151	–	–	0.01%	321
2022 Q4	$5.16K	Hold	151	–	–	0.01%	315
2022 Q3	$5K	Hold	151	–	–	0.01%	296
2022 Q2	$5K	Hold	151	–	–	0.01%	323
2022 Q1	$6K	Hold	151	–	–	0.01%	301
2021 Q4	$6K	Hold	151	–	–	0.01%	276
2021 Q3	$6K	Hold	151	–	–	0.01%	272
2021 Q2	$6K	Hold	151	–	–	0.01%	219
2021 Q1	$5K	Hold	151	–	–	0.01%	208
2020 Q4	$4K	Hold	151	–	–	0.01%	257
2020 Q3	$4K	Hold	151	–	–	0.01%	196
2020 Q2	$3K	Hold	151	–	–	0.01%	240
2020 Q1	$3K	Hold	151	–	–	0.01%	199
2019 Q4	$5K	Hold	151	–	–	0.01%	174
2019 Q3	$4K	Hold	151	–	–	0.01%	215
2019 Q2	$4K	Hold	151	–	–	0.01%	217
2019 Q1	$4K	Hold	151	–	–	0.01%	217
2018 Q4	$4K	Sell	151 -75	-33%	-$1.95K	0.01%	181
2018 Q3	$6K	Sell	226 -858	-79%	-$24K	0.02%	152
2018 Q2	$29K	Hold	1,084	–	–	0.1%	80
2018 Q1	$30K	Buy	+1,084	New	+$31.2K	0.11%	80

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

Macroview Investment Management's XLF Position: Q3 2025 in Review

Macroview Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 25,811 shares — an estimated $1.35M sold.

Macroview Investment Management first reported a position in XLF in Q1 2018 and held it in 26 quarters. The position peaked at $1.35M in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Macroview Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Macroview Investment Management sold 25,811 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $1.35M.
Macroview Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 26 quarters.
Macroview Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.35M 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 Macroview Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.