OPS
XLF icon

Orion Portfolio Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.2M Buy
64,342
+13,145
+26% +$659K 0.03% 502
2024
Q4 		$2.47M Buy
51,197
+10,775
+27% +$521K 0.02% 590
2024
Q3 		$1.83M Sell
40,422
-20,860
-34% -$910K 0.02% 734
2024
Q2 		$2.52M Sell
61,282
-6,524
-10% -$268K 0.03% 538
2024
Q1 		$2.86M Buy
67,806
+6,435
+10% +$254K 0.03% 502
2023
Q4 		$2.33M Sell
61,371
-14,454
-19% -$500K 0.03% 556
2023
Q3 		$2.52M Buy
75,825
+6
+0% +$207 0.03% 516
2023
Q2 		$2.56M Sell
75,819
-48,556
-39% -$1.58M 0.03% 538
2023
Q1 		$4M Buy
124,375
+81,647
+191% +$2.84M 0.05% 328
2022
Q4 		$1.46M Buy
42,728
+2,938
+7% +$99.4K 0.05% 233
2022
Q3 		$1.21M Sell
39,790
-7,658
-16% -$253K 0.05% 221
2022
Q2 		$1.49M Sell
47,448
-2,213
-4% -$76.5K 0.06% 194
2022
Q1 		$1.9M Buy
49,661
+3,759
+8% +$147K 0.07% 181
2021
Q4 		$1.79M Buy
45,902
+6,896
+18% +$271K 0.06% 187
2021
Q3 		$1.46M Buy
39,006
+3,176
+9% +$119K 0.05% 204
2021
Q2 		$1.31M Buy
35,830
+854
+2% +$31.2K 0.05% 192
2021
Q1 		$1.19M Sell
34,976
-449,269
-93% -$14.4M 0.05% 182
2020
Q4 		$14.3M Sell
484,245
-3,665
-0.8% -$98.1K 0.67% 25
2020
Q3 		$11.7M Sell
487,910
-29,202
-6% -$710K 0.61% 28
2020
Q2 		$12M Sell
517,112
-58,752
-10% -$1.33M 0.65% 29
2020
Q1 		$12M Sell
575,864
-10,342
-2% -$285K 0.82% 17
2019
Q4 		$18M Buy
+586,206
New +$17.2M 1.42% 14

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Orion Portfolio Solutions's XLF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q1 2025, buying an estimated $659K and bringing the position to 64,342 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #502.

Orion Portfolio Solutions first reported a position in XLF in Q4 2019 and has held it in 22 quarters since. The position peaked at $18M in Q4 2019. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Orion Portfolio Solutions held 64,342 shares of State Street Financial Select Sector SPDR ETF worth $3.2M as of Q1 2025.
  • Orion Portfolio Solutions bought 13,145 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $659K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #502 holding.
  • Orion Portfolio Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's State Street Financial Select Sector SPDR ETF position peaked at $18M in Q4 2019.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.