MLA
XLF icon

MB, Levis & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MB, Levis & Associates’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
Q4 		– Sell
-75
Closed -$4.04K – 262
2025
Q3 		$4.04K Hold
75
– – ﹤0.01% 189
2025
Q2 		$3.93K Hold
75
– – ﹤0.01% 224
2025
Q1 		$3.74K Buy
+75
New +$3.76K ﹤0.01% 228
2023
Q2 		– Sell
-300
Closed -$9.64K – 290
2023
Q1 		$9.64K Hold
300
– – 0.01% 201
2022
Q4 		$10.3K Buy
+300
New +$10.1K 0.01% 178

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MB, Levis & Associates's XLF Position: Q4 2025 in Review

MB, Levis & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 75 shares — an estimated $4.04K sold.

MB, Levis & Associates first reported a position in XLF in Q4 2022 and held it in 5 quarters. The position peaked at $10.3K in Q4 2022. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • MB, Levis & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 75 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $4.04K.
  • MB, Levis & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
  • MB, Levis & Associates's State Street Financial Select Sector SPDR ETF position peaked at $10.3K in Q4 2022.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on MB, Levis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.