PrairieView Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

PrairieView Partners’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	$0	Hold	15	–	–	﹤0.01%	397
2025 Q1	$0	Hold	15	–	–	﹤0.01%	397
2024 Q4	$0	Hold	15	–	–	﹤0.01%	397
2024 Q3	$0	Hold	15	–	–	﹤0.01%	420
2024 Q2	$0	Hold	15	–	–	﹤0.01%	413
2024 Q1	$1K	Hold	15	–	–	﹤0.01%	387
2023 Q4	$1K	Sell	15 -23	-61%	-$796	﹤0.01%	352
2023 Q3	$1K	Sell	38 -1,128	-97%	-$38.9K	﹤0.01%	374
2023 Q2	$39K	Sell	1,166 -943	-45%	-$30.8K	0.01%	210
2023 Q1	$67K	Buy	2,109 +62	+3%	+$2.15K	0.01%	164
2022 Q4	$70K	Hold	2,047	–	–	0.01%	159
2022 Q3	$62K	Hold	2,047	–	–	0.01%	158
2022 Q2	$64K	Sell	2,047 -3,758	-65%	-$130K	0.01%	168
2022 Q1	$222K	Buy	5,805 +3,805	+190%	+$149K	0.03%	104
2021 Q4	$78K	Hold	2,000	–	–	0.01%	174
2021 Q3	$75K	Hold	2,000	–	–	0.01%	145
2021 Q2	$73K	Hold	2,000	–	–	0.01%	144
2021 Q1	$68K	Hold	2,000	–	–	0.01%	144
2020 Q4	$59K	Sell	2,000 -1,636	-45%	-$43.8K	0.01%	143
2020 Q3	$88K	Buy	3,636 +636	+21%	+$15.5K	0.02%	112
2020 Q2	$69K	Hold	3,000	–	–	0.02%	124
2020 Q1	$62K	Buy	+3,000	New	+$82.6K	0.02%	124

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

PrairieView Partners's XLF Position: Q2 2025 in Review

PrairieView Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2025 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #397.

PrairieView Partners first reported a position in XLF in Q1 2020 and has held it in 22 quarters since. The position peaked at $222K in Q1 2022. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

PrairieView Partners held 15 shares of State Street Financial Select Sector SPDR ETF worth $0 as of Q2 2025.
PrairieView Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #397 holding.
PrairieView Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's State Street Financial Select Sector SPDR ETF position peaked at $222K in Q1 2022.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.