Mitchell McLeod Pugh & Williams’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-8,678
Closed -$454K 291
2025
Q2
$454K Sell
8,678
-1,110
-11% -$54.9K 0.08% 191
2025
Q1
$488K Buy
+9,788
New +$491K 0.1% 176

Other funds holding XLF

Mitchell McLeod Pugh & Williams's XLF Position: Q3 2025 in Review

Mitchell McLeod Pugh & Williams sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 8,678 shares — an estimated $454K sold.

Mitchell McLeod Pugh & Williams first reported a position in XLF in Q1 2025 and held it in 2 quarters. The position peaked at $488K in Q1 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 8,678 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $454K.
  • Mitchell McLeod Pugh & Williams first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Mitchell McLeod Pugh & Williams's State Street Financial Select Sector SPDR ETF position peaked at $488K in Q1 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2025, filed 30 Oct 2025.