Nan Shan Life Insurance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Nan Shan Life Insurance’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	-689,300	Closed	-$36.1M	–	120
2025 Q2	$36.1M	Sell	689,300 -154,918	-18%	-$7.67M	0.8%	42
2025 Q1	$42.1M	Buy	844,218 +234,035	+38%	+$11.7M	0.99%	29
2024 Q4	$29.5M	Buy	+610,183	New	+$29.5M	0.71%	51
2017 Q2	–	Sell	-300,000	Closed	-$7.12M	–	88
2017 Q1	$7.12M	Buy	+300,000	New	+$7.18M	0.18%	54
2016 Q4	–	Sell	-466,913	Closed	-$9.01M	–	84
2016 Q3	$9.01M	Buy	466,913 +189,758	+68%	+$3.91M	0.26%	55
2016 Q2	$5.56M	Sell	277,155 -284,362	-51%	-$5.76M	0.22%	50
2016 Q1	$11.1M	Buy	561,517 +341,319	+155%	+$6.5M	0.48%	42
2015 Q4	$4.61M	Sell	220,198 -901,177	-80%	-$19M	0.26%	48
2015 Q3	$22.3M	Sell	1,121,375 -1,502,763	-57%	-$31.9M	1.23%	17
2015 Q2	$56.2M	Buy	2,624,138 +794,327	+43%	+$17.1M	3.02%	6
2015 Q1	$38.7M	Buy	1,829,811 +130,546	+8%	+$2.76M	2.73%	9
2014 Q4	$36.9M	Buy	1,699,265 +1,333,030	+364%	+$27.9M	4.53%	6
2014 Q3	$7.45M	Hold	366,235	–	–	0.95%	30
2014 Q2	$7.31M	Hold	366,235	–	–	0.97%	28
2014 Q1	$7.18M	Buy	366,235 +138,406	+61%	+$2.64M	1.19%	26
2013 Q4	$4.37M	Buy	+227,829	New	+$4.19M	1%	26

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nan Shan Life Insurance's XLF Position: Q3 2025 in Review

Nan Shan Life Insurance sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 689,300 shares — an estimated $36.1M sold.

Nan Shan Life Insurance first reported a position in XLF in Q4 2013 and held it in 16 quarters. The position peaked at $56.2M in Q2 2015. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Nan Shan Life Insurance reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Nan Shan Life Insurance sold 689,300 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $36.1M.
Nan Shan Life Insurance first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Nan Shan Life Insurance's State Street Financial Select Sector SPDR ETF position peaked at $56.2M in Q2 2015.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Nan Shan Life Insurance's 13F filing for Q3 2025, filed 14 Nov 2025.