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

PCG Wealth 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 Q3	–	Sell	-29,879	Closed	-$1.56M	–	153
2025 Q2	$1.56M	Sell	29,879 -963	-3%	-$47.7K	0.8%	35
2025 Q1	$1.54M	Sell	30,842 -34	-0.1%	-$1.71K	0.54%	57
2024 Q4	$1.49M	Buy	+30,876	New	+$1.49M	0.55%	56

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

PCG Wealth Advisors's XLF Position: Q3 2025 in Review

PCG Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 29,879 shares — an estimated $1.56M sold.

PCG Wealth Advisors first reported a position in XLF in Q4 2024 and held it in 3 quarters. The position peaked at $1.56M in Q2 2025. 1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

PCG Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
PCG Wealth Advisors sold 29,879 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $1.56M.
PCG Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
PCG Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.56M in Q2 2025.
1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on PCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.