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

NWI 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 Q3	–	Sell	-2,000,000	Closed	-$105M	–	78
2025 Q2	$105M	Buy	+2,000,000	New	+$99M	5.43%	5
2022 Q3	–	Sell	-4,000,000	Closed	-$126M	–	56
2022 Q2	$126M	Buy	+4,000,000	New	+$138M	7.52%	5
2020 Q3	–	Sell	-5,000,000	Closed	-$116M	–	46
2020 Q2	$116M	Buy	+5,000,000	New	+$114M	9.18%	3
2019 Q2	–	Sell	-23,000,000	Closed	-$586M	–	47
2019 Q1	$586M	Buy	23,000,000 +20,000,000	+667%	+$516M	15.34%	1
2018 Q4	$71.5M	Buy	+3,000,000	New	+$77.9M	3.74%	7
2018 Q1	–	Sell	-2,960,000	Closed	-$82.6M	–	35
2017 Q4	$82.6M	Sell	2,960,000 -1,440,000	-33%	-$38.7M	8.67%	3
2017 Q3	$114M	Buy	4,400,000 +2,000,000	+83%	+$49.9M	10.92%	2
2017 Q2	$59.2M	Buy	+2,400,000	New	+$57M	6.85%	4

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

NWI Management's XLF Position: Q4 2025 in Review

NWI Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 26,000 shares — an estimated $1.4M sold.

NWI Management first reported a position in XLF in Q1 2015 and held it in 17 quarters. The position peaked at $100M in Q1 2015. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

NWI Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
NWI Management sold 26,000 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $1.4M.
NWI Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and held it in 17 quarters.
NWI Management's State Street Financial Select Sector SPDR ETF position peaked at $100M in Q1 2015.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on NWI Management's 13F filing for Q4 2025, filed 17 Feb 2026.