Navellier & Associates’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
Q4
Sell
-15,420
Closed -$831K 385
2025
Q3
$831K Buy
+15,420
New +$817K 0.08% 200
2025
Q1
Sell
-24,611
Closed -$1.19M 379
2024
Q4
$1.19M Buy
24,611
+3,398
+16% +$164K 0.14% 140
2024
Q3
$961K Sell
21,213
-3,494
-14% -$152K 0.13% 140
2024
Q2
$1.02M Buy
24,707
+3
+0% +$123 0.12% 150
2024
Q1
$1.04M Buy
+24,704
New +$975K 0.13% 147
2023
Q2
Sell
-26,185
Closed -$842K 309
2023
Q1
$842K Buy
+26,185
New +$910K 0.18% 131
2022
Q1
Sell
-29,871
Closed -$1.17M 359
2021
Q4
$1.17M Sell
29,871
-5,810
-16% -$228K 0.17% 131
2021
Q3
$1.34M Sell
35,681
-1,367
-4% -$51.1K 0.2% 115
2021
Q2
$1.36M Sell
37,048
-575
-2% -$21K 0.2% 118
2021
Q1
$1.28M Buy
+37,623
New +$1.21M 0.23% 113
2020
Q4
Sell
-50,887
Closed -$1.23M 300
2020
Q3
$1.23M Sell
50,887
-8,675
-15% -$211K 0.27% 96
2020
Q2
$1.38M Buy
+59,562
New +$1.35M 0.33% 86
2020
Q1
Sell
-63,991
Closed -$1.97M 296
2019
Q4
$1.97M Buy
+63,991
New +$1.88M 0.32% 94
2018
Q4
Sell
-101,631
Closed -$2.8M 307
2018
Q3
$2.8M Sell
101,631
-11,916
-10% -$333K 0.36% 81
2018
Q2
$3.02M Sell
113,547
-2,878
-2% -$79.4K 0.42% 64
2018
Q1
$3.21M Buy
116,425
+26,114
+29% +$752K 0.49% 52
2017
Q4
$2.52M Sell
90,311
-46,491
-34% -$1.25M 0.47% 69
2017
Q3
$3.54M Buy
136,802
+5,981
+5% +$149K 0.69% 46
2017
Q2
$3.23M Sell
130,821
-5,163
-4% -$123K 0.48% 63
2017
Q1
$3.23M Sell
135,984
-2,094
-2% -$50.1K 0.47% 82
2016
Q4
$3.21M Buy
+138,078
New +$2.96M 0.53% 79
2015
Q1
Sell
-92,822
Closed -$2.02M 384
2014
Q4
$2.02M Buy
92,822
+21,867
+31% +$458K 0.1% 60
2014
Q3
$1.44M Buy
70,955
+15,514
+28% +$313K 0.07% 74
2014
Q2
$1.11M Buy
55,441
+43,637
+370% +$850K 0.05% 92
2014
Q1
$231K Sell
11,804
-89,284
-88% -$1.7M 0.01% 292
2013
Q4
$1.94M Sell
101,088
-2,350,593
-96% -$43.2M 0.09% 66
2013
Q3
$42.8M Buy
2,451,681
+1,897,406
+342% +$33.6M 1.26% 42
2013
Q2
$9.46M Buy
+554,275
New +$9.3M 0.45% 43

Other funds holding XLF

Navellier & Associates's XLF Position: Q4 2025 in Review

Navellier & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 15,420 shares — an estimated $831K sold.

Navellier & Associates first reported a position in XLF in Q2 2013 and held it in 28 quarters. The position peaked at $42.8M in Q3 2013. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Navellier & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Navellier & Associates sold 15,420 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $831K.
  • Navellier & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 28 quarters.
  • Navellier & Associates's State Street Financial Select Sector SPDR ETF position peaked at $42.8M in Q3 2013.
  • 1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Navellier & Associates's 13F filing for Q4 2025, filed 3 Feb 2026.