North Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

North Capital’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	–	Sell	-483	Closed	-$26K	–	707
2025 Q3	$26K	Buy	483 +1	+0.2%	+$53	0.02%	282
2025 Q2	$25.2K	Sell	482 -51	-10%	-$2.52K	0.02%	284
2025 Q1	$26.5K	Buy	+533	New	+$26.7K	0.03%	267

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

North Capital's XLF Position: Q4 2025 in Review

North Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 483 shares — an estimated $26K sold.

North Capital first reported a position in XLF in Q1 2025 and held it in 3 quarters. The position peaked at $26.5K in Q1 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

North Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 483 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $26K.
North Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
North Capital's State Street Financial Select Sector SPDR ETF position peaked at $26.5K in Q1 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.