Poehling Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Poehling Capital Management’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	-53,011	Closed	-$2.64M	–	144
2025 Q1	$2.64M	Sell	53,011 -2,270	-4%	-$114K	0.67%	49
2024 Q4	$2.67M	Sell	55,281 -509	-0.9%	-$24.6K	0.66%	45
2024 Q3	$2.53M	Sell	55,790 -1,709	-3%	-$74.6K	0.65%	51
2024 Q2	$2.36M	Sell	57,499 -3,750	-6%	-$154K	0.65%	47
2024 Q1	$2.58M	Sell	61,249 -1,304	-2%	-$51.5K	0.69%	44
2023 Q4	$2.35M	Sell	62,553 -853	-1%	-$29.5K	0.74%	44
2023 Q3	$2.1M	Sell	63,406 -896	-1%	-$30.9K	0.74%	42
2023 Q2	$2.17M	Sell	64,302 -226	-0.4%	-$7.38K	0.73%	43
2023 Q1	$2.07M	Buy	64,528 +1,585	+3%	+$55.1K	0.7%	47
2022 Q4	$2.15M	Buy	62,943 +1,829	+3%	+$61.9K	0.81%	40
2022 Q3	$1.85M	Buy	61,114 +18,067	+42%	+$597K	0.78%	40
2022 Q2	$1.35M	Buy	43,047 +3,067	+8%	+$106K	0.51%	52
2022 Q1	$1.53M	Buy	39,980 +1,684	+4%	+$65.8K	0.47%	58
2021 Q4	$1.5M	Sell	38,296 -28	-0.1%	-$1.1K	0.48%	61
2021 Q3	$1.44M	Sell	38,324 -48,857	-56%	-$1.83M	0.49%	63
2021 Q2	$3.2M	Sell	87,181 -1,232	-1%	-$45.1K	1.02%	37
2021 Q1	$3.01M	Buy	88,413 +4,058	+5%	+$130K	1.05%	31
2020 Q4	$2.49M	Sell	84,355 -1,785	-2%	-$47.8K	0.99%	39
2020 Q3	$2.07M	Sell	86,140 -50,425	-37%	-$1.23M	1.06%	34
2020 Q2	$3.16M	Buy	136,565 +9,627	+8%	+$219K	1.7%	15
2020 Q1	$2.64M	Buy	126,938 +75,882	+149%	+$2.09M	1.94%	14
2019 Q4	$1.57M	Buy	51,056 +761	+2%	+$22.3K	1.03%	32
2019 Q3	$1.41M	Sell	50,295 -2,755	-5%	-$76.1K	1.03%	32
2019 Q2	$1.46M	Buy	53,050 +1,170	+2%	+$31.7K	0.98%	35
2019 Q1	$1.33M	Buy	51,880 +2,291	+5%	+$59.1K	0.97%	39
2018 Q4	$1.18M	Buy	49,589 +32,366	+188%	+$841K	1.14%	27
2018 Q3	$475K	Buy	17,223 +2,296	+15%	+$64.2K	0.34%	73
2018 Q2	$397K	Buy	14,927 +4,203	+39%	+$116K	0.35%	71
2018 Q1	$296K	Buy	10,724 +683	+7%	+$19.7K	0.24%	83
2017 Q4	$280K	Buy	+10,041	New	+$270K	0.24%	81

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

Poehling Capital Management's XLF Position: Q2 2025 in Review

Poehling Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 53,011 shares — an estimated $2.64M sold.

Poehling Capital Management first reported a position in XLF in Q4 2017 and held it in 30 quarters. The position peaked at $3.2M in Q2 2021. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Poehling Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Poehling Capital Management sold 53,011 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $2.64M.
Poehling Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 30 quarters.
Poehling Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $3.2M in Q2 2021.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Poehling Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.