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

Mitchell McLeod Pugh & Williams’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	-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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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. 1,822 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.
1,822 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.