Parkside Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Parkside Advisors’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 Q2	$1.06M	Hold	20,229	–	–	0.23%	41
2025 Q1	$1.01M	Hold	20,229	–	–	0.24%	40
2024 Q4	$978K	Hold	20,229	–	–	0.23%	40
2024 Q3	$917K	Hold	20,229	–	–	0.22%	40
2024 Q2	$832K	Hold	20,229	–	–	0.21%	40
2024 Q1	$852K	Sell	20,229 -59	-0.3%	-$2.33K	0.22%	42
2023 Q4	$763K	Hold	20,288	–	–	0.21%	38
2023 Q3	$673K	Sell	20,288 -300	-1%	-$10.3K	0.21%	37
2023 Q2	$694K	Hold	20,588	–	–	0.22%	35
2023 Q1	$662K	Sell	20,588 -4,508	-18%	-$157K	0.22%	35
2022 Q4	$858K	Buy	+25,096	New	+$849K	0.3%	38

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 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Parkside Advisors's XLF Position: Q2 2025 in Review

Parkside Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2025 at 20,229 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #41.

Parkside Advisors first reported a position in XLF in Q4 2022 and has held it in 11 quarters since. 1,808 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Parkside Advisors held 20,229 shares of State Street Financial Select Sector SPDR ETF worth $1.06M as of Q2 2025.
Parkside Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Financial Select Sector SPDR ETF made up 0.23% of Parkside Advisors's portfolio in Q2 2025, its #41 holding.
Parkside Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
1,808 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.