Personal CFO Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Personal CFO 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 Q2	–	Sell	-21,392	Closed	-$1.07M	–	515
2025 Q1	$1.07M	Sell	21,392 -3,132	-13%	-$157K	0.22%	93
2024 Q4	$1.19M	Buy	24,524 +3,995	+19%	+$193K	0.23%	88
2024 Q3	$930K	Buy	20,529 +1,295	+7%	+$56.5K	0.13%	155
2024 Q2	$791K	Sell	19,234 -429	-2%	-$17.7K	0.12%	164
2024 Q1	$828K	Sell	19,663 -4,233	-18%	-$167K	0.13%	158
2023 Q4	$899K	Buy	+23,896	New	+$827K	0.16%	137
2023 Q1	–	Sell	-60,078	Closed	-$2.05M	–	510
2022 Q4	$2.05M	Buy	60,078 +45,147	+302%	+$1.53M	0.43%	48
2022 Q3	$453K	Buy	14,931 +997	+7%	+$33K	0.11%	167
2022 Q2	$438K	Buy	13,934 +1,153	+9%	+$39.8K	0.1%	180
2022 Q1	$490K	Sell	12,781 -26,428	-67%	-$1.03M	0.1%	204
2021 Q4	$1.53M	Sell	39,209 -4,464	-10%	-$175K	0.29%	63
2021 Q3	$1.64M	Buy	43,673 +4,225	+11%	+$158K	0.34%	54
2021 Q2	$1.45M	Buy	39,448 +4,683	+13%	+$171K	0.3%	67
2021 Q1	$1.18M	Sell	34,765 -8,933	-20%	-$287K	0.26%	74
2020 Q4	$1.29M	Sell	43,698 -551	-1%	-$14.7K	0.32%	69
2020 Q3	$1K	Buy	+44,249	New	+$1.08M	0.33%	128
2020 Q1	–	Sell	-44,345	Closed	-$1.36M	–	380
2019 Q4	$1.36M	Sell	44,345 -2,243	-5%	-$65.8K	0.39%	46
2019 Q3	$1.3M	Buy	+46,588	New	+$1.29M	0.52%	41

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal CFO Solutions's XLF Position: Q2 2025 in Review

Personal CFO Solutions sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 21,392 shares — an estimated $1.07M sold.

Personal CFO Solutions first reported a position in XLF in Q3 2019 and held it in 18 quarters. The position peaked at $2.05M in Q4 2022. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Personal CFO Solutions reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Personal CFO Solutions sold 21,392 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.07M.
Personal CFO Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 18 quarters.
Personal CFO Solutions's State Street Financial Select Sector SPDR ETF position peaked at $2.05M in Q4 2022.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.