Nicolet Advisory Services’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
$251K Buy
4,539
+415
+10% +$22.1K 0.02% 362
2025
Q3
$222K Buy
+4,124
New +$219K 0.02% 374
2025
Q1
Sell
-5,342
Closed -$253K 411
2024
Q4
$253K Buy
+5,342
New +$258K 0.02% 329
2020
Q2
Sell
-14,152
Closed -$295K 215
2020
Q1
$295K Buy
+14,152
New +$390K 0.05% 142

Other funds holding XLF

Nicolet Advisory Services's XLF Position: Q4 2025 in Review

Nicolet Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q4 2025, buying an estimated $22.1K and bringing the position to 4,539 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #362.

Nicolet Advisory Services first reported a position in XLF in Q1 2020 and has held it in 4 quarters since. The position peaked at $295K in Q1 2020. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Nicolet Advisory Services held 4,539 shares of State Street Financial Select Sector SPDR ETF worth $251K as of Q4 2025.
  • Nicolet Advisory Services bought 415 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $22.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #362 holding.
  • Nicolet Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 4 quarters since.
  • Nicolet Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $295K in Q1 2020.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.