Parcion Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,270
Closed -$255K 312
2024
Q4
$255K Buy
5,270
+10
+0.2% +$484 0.02% 220
2024
Q3
$238K Sell
5,260
-1,627
-24% -$71K 0.02% 218
2024
Q2
$283K Buy
+6,887
New +$283K 0.03% 169
2022
Q3
Sell
-27,471
Closed -$900K 214
2022
Q2
$900K Buy
+27,471
New +$949K 0.09% 129

Other funds holding XLF

Parcion Private Wealth's XLF Position: Q1 2025 in Review

Parcion Private Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 5,270 shares — an estimated $255K sold.

Parcion Private Wealth first reported a position in XLF in Q2 2022 and held it in 4 quarters. The position peaked at $900K in Q2 2022. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Parcion Private Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Parcion Private Wealth sold 5,270 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $255K.
  • Parcion Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
  • Parcion Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $900K in Q2 2022.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Parcion Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.