O'Dell Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

O'Dell 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 Q3	$3.29M	Sell	61,018 -300	-0.5%	-$15.9K	0.71%	21
2025 Q2	$3.21M	Buy	61,318 +13,497	+28%	+$668K	0.8%	20
2025 Q1	$2.38M	Buy	+47,821	New	+$2.4M	0.62%	21
2024 Q1	–	Sell	-926	Closed	-$34.8K	–	492
2023 Q4	$34.8K	Buy	+926	New	+$32.1K	0.01%	244
2023 Q3	–	Sell	-13,570	Closed	-$457K	–	500
2023 Q2	$457K	Buy	+13,570	New	+$443K	0.13%	46
2022 Q4	–	Sell	-736	Closed	-$22K	–	416
2022 Q3	$22K	Buy	736 +477	+184%	+$15.8K	0.01%	221
2022 Q2	$8K	Buy	259 +1	+0.4%	+$35	﹤0.01%	301
2022 Q1	$10K	Buy	258 +127	+97%	+$4.96K	﹤0.01%	319
2021 Q4	$5K	Buy	131 +1	+0.8%	+$39	﹤0.01%	399
2021 Q3	$5K	Buy	+130	New	+$4.86K	﹤0.01%	381

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

O'Dell Group's XLF Position: Q3 2025 in Review

O'Dell Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.49% in Q3 2025, selling an estimated $15.9K and leaving 61,018 shares worth $3.29M. The position accounts for 0.71% of the portfolio, ranked #21.

O'Dell Group first reported a position in XLF in Q3 2021 and has held it in 10 quarters since. 1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

O'Dell Group held 61,018 shares of State Street Financial Select Sector SPDR ETF worth $3.29M as of Q3 2025.
O'Dell Group sold 300 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $15.9K.
State Street Financial Select Sector SPDR ETF made up 0.71% of O'Dell Group's portfolio in Q3 2025, its #21 holding.
O'Dell Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 10 quarters since.
1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on O'Dell Group's 13F filing for Q3 2025, filed 27 Oct 2025.