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New Millennium Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

New Millennium Group’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
Q4 		$71.7K Sell
1,310
-418
-24% -$22.3K 0.03% 111
2025
Q3 		$93.1K Sell
1,728
-840
-33% -$44.5K 0.04% 81
2025
Q2 		$134K Sell
2,568
-105,465
-98% -$5.22M 0.07% 61
2025
Q1 		$5.38M Sell
108,033
-784
-0.7% -$39.3K 3.53% 9
2024
Q4 		$5.26M Buy
108,817
+10,374
+11% +$502K 3.08% 10
2024
Q3 		$4.46M Buy
98,443
+97,069
+7,065% +$4.24M 2.88% 11
2024
Q2 		$56.5K Sell
1,374
-120,285
-99% -$4.95M 0.04% 90
2024
Q1 		$5.12M Buy
121,659
+15,209
+14% +$600K 3.87% 4
2023
Q4 		$4M Buy
106,450
+106,420
+354,733% +$3.68M 3.54% 6
2023
Q3 		$997 Sell
30
-3
-9% -$103 ﹤0.01% 326
2023
Q2 		$1.1K Sell
33
-1
-3% -$33 ﹤0.01% 337
2023
Q1 		$1.08K Sell
34
-2
-6% -$70 ﹤0.01% 356
2022
Q4 		$1.21K Sell
36
-3
-8% -$101 ﹤0.01% 356
2022
Q3 		$2K Sell
39
-1
-3% -$33 ﹤0.01% 312
2022
Q2 		$2K Buy
+40
New +$1.38K ﹤0.01% 313

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

New Millennium Group's XLF Position: Q4 2025 in Review

New Millennium Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q4 2025, selling an estimated $22.3K and leaving 1,310 shares worth $71.7K. The position accounts for 0.03% of the portfolio, ranked #111.

New Millennium Group first reported a position in XLF in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.38M in Q1 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • New Millennium Group held 1,310 shares of State Street Financial Select Sector SPDR ETF worth $71.7K as of Q4 2025.
  • New Millennium Group sold 418 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $22.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of New Millennium Group's portfolio in Q4 2025, its #111 holding.
  • New Millennium Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
  • New Millennium Group's State Street Financial Select Sector SPDR ETF position peaked at $5.38M in Q1 2025.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.