Moloney Securities Asset Management’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 | $273K | Buy |
5,069
+50
| +1% | +$2.65K | 0.03% | 379 |
|
|
2025
Q2 | $263K | Sell |
5,019
-41,716
| -89% | -$2.06M | 0.03% | 390 |
|
|
2025
Q1 | $2.33M | Buy |
46,735
+39,490
| +545% | +$1.98M | 0.31% | 72 |
|
|
2024
Q4 | $350K | Sell |
7,245
-1,615
| -18% | -$78.1K | 0.05% | 317 |
|
|
2024
Q3 | $402K | Sell |
8,860
-249
| -3% | -$10.9K | 0.05% | 305 |
|
|
2024
Q2 | $374K | Sell |
9,109
-300
| -3% | -$12.3K | 0.05% | 313 |
|
|
2024
Q1 | $396K | Sell |
9,409
-535
| -5% | -$21.1K | 0.06% | 298 |
|
|
2023
Q4 | $374K | Sell |
9,944
-52
| -0.5% | -$1.8K | 0.06% | 302 |
|
|
2023
Q3 | $332K | Sell |
9,996
-2,245
| -18% | -$77.4K | 0.06% | 296 |
|
|
2023
Q2 | $413K | Buy |
12,241
+394
| +3% | +$12.9K | 0.07% | 261 |
|
|
2023
Q1 | $381K | Sell |
11,847
-16,757
| -59% | -$582K | 0.07% | 270 |
|
|
2022
Q4 | $978K | Sell |
28,604
-108
| -0.4% | -$3.65K | 0.22% | 129 |
|
|
2022
Q3 | $872K | Sell |
28,712
-525
| -2% | -$17.4K | 0.21% | 128 |
|
|
2022
Q2 | $919K | Sell |
29,237
-1,474
| -5% | -$50.9K | 0.22% | 131 |
|
|
2022
Q1 | $1.18M | Buy |
30,711
+2,273
| +8% | +$88.8K | 0.23% | 120 |
|
|
2021
Q4 | $1.11M | Buy |
28,438
+3,638
| +15% | +$143K | 0.19% | 132 |
|
|
2021
Q3 | $931K | Buy |
24,800
+1,237
| +5% | +$46.3K | 0.17% | 159 |
|
|
2021
Q2 | $865K | Buy |
23,563
+1,035
| +5% | +$37.9K | 0.16% | 164 |
|
|
2021
Q1 | $767K | Buy |
22,528
+562
| +3% | +$18.1K | 0.15% | 163 |
|
|
2020
Q4 | $648K | Sell |
21,966
-302
| -1% | -$8.08K | 0.14% | 170 |
|
|
2020
Q3 | $536K | Buy |
22,268
+818
| +4% | +$19.9K | 0.14% | 158 |
|
|
2020
Q2 | $496K | Buy |
21,450
+429
| +2% | +$9.74K | 0.14% | 157 |
|
|
2020
Q1 | $438K | Sell |
21,021
-1,181
| -5% | -$32.5K | 0.16% | 140 |
|
|
2019
Q4 | $683K | Sell |
22,202
-100
| -0.4% | -$2.94K | 0.21% | 133 |
|
|
2019
Q3 | $624K | Sell |
22,302
-700
| -3% | -$19.3K | 0.21% | 127 |
|
|
2019
Q2 | $635K | Buy |
23,002
+1,067
| +5% | +$28.9K | 0.21% | 131 |
|
|
2019
Q1 | $564K | Buy |
21,935
+420
| +2% | +$10.8K | 0.19% | 143 |
|
|
2018
Q4 | $512K | Sell |
21,515
-2,332
| -10% | -$60.6K | 0.21% | 135 |
|
|
2018
Q3 | $658K | Sell |
23,847
-2,914
| -11% | -$81.5K | 0.23% | 121 |
|
|
2018
Q2 | $712K | Buy |
26,761
+1,250
| +5% | +$34.5K | 0.27% | 113 |
|
|
2018
Q1 | $703K | Buy |
25,511
+2,383
| +10% | +$68.6K | 0.28% | 115 |
|
|
2017
Q4 | $646K | Buy |
23,128
+4,070
| +21% | +$110K | 0.27% | 118 |
|
|
2017
Q3 | $493K | Buy |
19,058
+439
| +2% | +$11K | 0.22% | 134 |
|
|
2017
Q2 | $459K | Buy |
18,619
+2,709
| +17% | +$64.3K | 0.23% | 139 |
|
|
2017
Q1 | $378K | Buy |
15,910
+6,805
| +75% | +$163K | 0.2% | 152 |
|
|
2016
Q4 | $212K | Buy |
+9,105
| New | +$195K | 0.13% | 191 |
|
Other funds holding XLF
Moloney Securities Asset Management's XLF Position: Q3 2025 in Review
Moloney Securities Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q3 2025, buying an estimated $2.65K and bringing the position to 5,069 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #379.
Moloney Securities Asset Management first reported a position in XLF in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.33M in Q1 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.
- Moloney Securities Asset Management held 5,069 shares of State Street Financial Select Sector SPDR ETF worth $273K as of Q3 2025.
- Moloney Securities Asset Management bought 50 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $2.65K.
- State Street Financial Select Sector SPDR ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #379 holding.
- Moloney Securities Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.33M 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 Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.