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

Norris Financial 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 Q2	–	Sell	-27,394	Closed	-$1.36M	–	99
2025 Q1	$1.36M	Buy	27,394 +8,685	+46%	+$436K	0.64%	47
2024 Q4	$904K	Sell	18,709 -53,935	-74%	-$2.61M	0.42%	51
2024 Q3	$3.29M	Buy	+72,644	New	+$3.17M	1.62%	14
2023 Q2	–	Sell	-99,980	Closed	-$3.21M	–	75
2023 Q1	$3.21M	Sell	99,980 -78,991	-44%	-$2.74M	2.36%	11
2022 Q4	$6.12M	Sell	178,971 -2,161	-1%	-$73.1K	5.17%	6
2022 Q3	$5.5M	Buy	181,132 +18,782	+12%	+$621K	5.03%	7
2022 Q2	$5.11M	Buy	162,350 +767	+0.5%	+$26.5K	4.11%	8
2022 Q1	$6.19M	Buy	161,583 +149	+0.1%	+$5.82K	3.74%	10
2021 Q4	$6.3M	Sell	161,434 -62,709	-28%	-$2.46M	3.8%	7
2021 Q3	$8.41M	Buy	224,143 +110,002	+96%	+$4.12M	5.56%	3
2021 Q2	$4.19M	Buy	114,141 +8,825	+8%	+$323K	2.82%	13
2021 Q1	$3.59M	Buy	+105,316	New	+$3.38M	2.63%	13
2020 Q3	–	Sell	-187,630	Closed	-$4.34M	–	84
2020 Q2	$4.34M	Buy	+187,630	New	+$4.26M	4.1%	6

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's XLF Position: Q2 2025 in Review

Norris Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 27,394 shares — an estimated $1.36M sold.

Norris Financial Group first reported a position in XLF in Q2 2020 and held it in 13 quarters. The position peaked at $8.41M in Q3 2021. 1,807 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Norris Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Norris Financial Group sold 27,394 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.36M.
Norris Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 13 quarters.
Norris Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $8.41M in Q3 2021.
1,807 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Norris Financial Group's 13F filing for Q2 2025, filed 20 May 2026.