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Napa Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Napa Wealth 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
Q2 		– Sell
-15,918
Closed -$793K – 191
2025
Q1 		$793K Buy
+15,918
New +$798K 0.45% 53

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Napa Wealth Management's XLF Position: Q2 2025 in Review

Napa Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 15,918 shares — an estimated $793K sold.

Napa Wealth Management first reported a position in XLF in Q1 2025 and held it in 1 quarter. The position peaked at $793K in Q1 2025. 1,803 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • Napa Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 15,918 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $793K.
  • Napa Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $793K in Q1 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.