Philip James Wealth Mangement’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Philip James Wealth Mangement’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
2026 Q1	–	Sell	-5,774	Closed	-$316K	–	175
2025 Q4	$316K	Sell	5,774 -1,530	-21%	-$81.5K	0.04%	145
2025 Q3	$393K	Sell	7,304 -7,022	-49%	-$372K	0.05%	125
2025 Q2	$750K	Sell	14,326 -77	-0.5%	-$3.81K	0.1%	94
2025 Q1	$717K	Sell	14,403 -1,117	-7%	-$56K	0.09%	95
2024 Q4	$750K	Buy	15,520 +23	+0.1%	+$1.11K	0.1%	89
2024 Q3	$702K	Sell	15,497 -63	-0.4%	-$2.75K	0.09%	86
2024 Q2	$640K	Buy	15,560 +12	+0.1%	+$494	0.43%	29
2024 Q1	$655K	Sell	15,548 -93	-0.6%	-$3.67K	0.46%	28
2023 Q4	$588K	Buy	+15,641	New	+$541K	0.46%	27

Other funds holding XLF

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return