Mainstream Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mainstream Capital 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 Q1	–	Sell	-2,271	Closed	-$110K	–	314
2024 Q4	$110K	Buy	+2,271	New	+$110K	0.08%	104

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mainstream Capital Management's XLF Position: Q1 2025 in Review

Mainstream Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 2,271 shares — an estimated $110K sold.

Mainstream Capital Management first reported a position in XLF in Q4 2024 and held it in 1 quarter. The position peaked at $110K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Mainstream Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Mainstream Capital Management sold 2,271 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $110K.
Mainstream Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
Mainstream Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $110K in Q4 2024.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Mainstream Capital Management's 13F filing for Q1 2025, filed 28 Apr 2025.