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Marshall & Sullivan’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marshall & Sullivan’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
-2,400
Closed -$126K – 112
2025
Q2 		$126K Buy
+2,400
New +$119K 0.06% 50
2023
Q1 		– Sell
-2,400
Closed -$82.1K – 92
2022
Q4 		$82.1K Buy
+2,400
New +$81.2K 0.05% 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

Marshall & Sullivan's XLF Position: Q3 2025 in Review

Marshall & Sullivan sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 2,400 shares — an estimated $126K sold.

Marshall & Sullivan first reported a position in XLF in Q4 2022 and held it in 2 quarters. The position peaked at $126K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Marshall & Sullivan reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 2,400 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $126K.
  • Marshall & Sullivan first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Marshall & Sullivan's State Street Financial Select Sector SPDR ETF position peaked at $126K 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 Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.