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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial

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