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

Northwest Capital Management’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	-610	Closed	-$32.9K	–	244
2025 Q3	$32.9K	Hold	610	–	–	0.03%	139
2025 Q2	$31.9K	Hold	610	–	–	0.02%	192
2025 Q1	$30.4K	Hold	610	–	–	0.01%	224
2024 Q4	$29.5K	Hold	610	–	–	0.01%	222
2024 Q3	$27.6K	Hold	610	–	–	0.01%	232
2024 Q2	$25.1K	Hold	610	–	–	0.01%	234
2024 Q1	$25.7K	Hold	610	–	–	0.01%	288
2023 Q4	$22.9K	Hold	610	–	–	0.01%	286
2023 Q3	$20.2K	Hold	610	–	–	0.01%	284
2023 Q2	$20.6K	Buy	+610	New	+$19.9K	0.01%	292

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwest Capital Management's XLF Position: Q4 2025 in Review

Northwest Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 610 shares — an estimated $32.9K sold.

Northwest Capital Management first reported a position in XLF in Q2 2023 and held it in 10 quarters. The position peaked at $32.9K in Q3 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Northwest Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 610 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $32.9K.
Northwest Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $32.9K in Q3 2025.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.