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

Miller 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 Q4	–	Sell	-37,042	Closed	-$2M	–	96
2025 Q3	$2M	Hold	37,042	–	–	0.2%	42
2025 Q2	$1.94M	Hold	37,042	–	–	0.2%	42
2025 Q1	$1.85M	Sell	37,042 -11,284	-23%	-$566K	0.2%	43
2024 Q4	$2.34M	Hold	48,326	–	–	0.26%	38
2024 Q3	$2.19M	Sell	48,326 -8,794	-15%	-$384K	0.23%	40
2024 Q2	$2.35M	Sell	57,120 -72	-0.1%	-$2.96K	0.28%	38
2024 Q1	$2.41M	Hold	57,192	–	–	0.31%	39
2023 Q4	$2.15M	Hold	57,192	–	–	0.31%	41
2023 Q3	$1.9M	Hold	57,192	–	–	0.3%	37
2023 Q2	$1.93M	Sell	57,192 -898,894	-94%	-$29.3M	0.29%	39
2023 Q1	$30.7M	Sell	956,086 -23,106	-2%	-$803K	5.08%	5
2022 Q4	$33.5M	Sell	979,192 -75,306	-7%	-$2.55M	5.71%	5
2022 Q3	$32M	Sell	1,054,498 -11,271	-1%	-$373K	6.68%	4
2022 Q2	$33.5M	Sell	1,065,769 -14,232	-1%	-$492K	6.89%	4
2022 Q1	$41.4M	Buy	1,080,001 +2,548	+0.2%	+$99.6K	6.52%	4
2021 Q4	$42.1M	Buy	1,077,453 +151,674	+16%	+$5.96M	6.02%	4
2021 Q3	$34.7M	Buy	925,779 +311,671	+51%	+$11.7M	5.97%	4
2021 Q2	$22.5M	Buy	614,108 +1,003	+0.2%	+$36.7K	3.92%	7
2021 Q1	$20.9M	Buy	613,105 +5,677	+0.9%	+$182K	3.86%	7
2020 Q4	$17.9M	Buy	+607,428	New	+$16.3M	3.34%	8

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Miller Investment Management's XLF Position: Q4 2025 in Review

Miller Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 37,042 shares — an estimated $2M sold.

Miller Investment Management first reported a position in XLF in Q4 2020 and held it in 20 quarters. The position peaked at $42.1M in Q4 2021. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Miller Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Miller Investment Management sold 37,042 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $2M.
Miller Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 20 quarters.
Miller Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $42.1M in Q4 2021.
1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Miller Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.