Meridian Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Meridian Investment Counsel’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	-6,475	Closed	-$313K	–	219
2024 Q4	$313K	Buy	6,475 +395	+6%	+$19.1K	0.09%	176
2024 Q3	$276K	Sell	6,080 -1,200	-16%	-$52.4K	0.08%	182
2024 Q2	$299K	Hold	7,280	–	–	0.09%	173
2024 Q1	$307K	Sell	7,280 -1,400	-16%	-$55.3K	0.1%	173
2023 Q4	$326K	Sell	8,680 -500	-5%	-$17.3K	0.11%	167
2023 Q3	$305K	Sell	9,180 -100	-1%	-$3.45K	0.11%	165
2023 Q2	$313K	Sell	9,280 -675	-7%	-$22K	0.11%	164
2023 Q1	$320K	Hold	9,955	–	–	0.12%	158
2022 Q4	$340K	Sell	9,955 -124	-1%	-$4.19K	0.14%	153
2022 Q3	$306K	Buy	10,079 +1,975	+24%	+$65.3K	0.14%	155
2022 Q2	$255K	Sell	8,104 -275	-3%	-$9.5K	0.1%	175
2022 Q1	$321K	Buy	8,379 +50	+0.6%	+$1.95K	0.11%	166
2021 Q4	$325K	Sell	8,329 -30	-0.4%	-$1.18K	0.11%	167
2021 Q3	$314K	Buy	8,359 +1,050	+14%	+$39.3K	0.11%	159
2021 Q2	$268K	Buy	+7,309	New	+$267K	0.09%	171

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

Meridian Investment Counsel's XLF Position: Q1 2025 in Review

Meridian Investment Counsel sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 6,475 shares — an estimated $313K sold.

Meridian Investment Counsel first reported a position in XLF in Q2 2021 and held it in 15 quarters. The position peaked at $340K in Q4 2022. 1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Meridian Investment Counsel reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Meridian Investment Counsel sold 6,475 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $313K.
Meridian Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 15 quarters.
Meridian Investment Counsel's State Street Financial Select Sector SPDR ETF position peaked at $340K in Q4 2022.
1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Meridian Investment Counsel's 13F filing for Q1 2025, filed 29 Apr 2025.