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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,244
Closed -$261K 176
2025
Q1
$261K Hold
5,244
0.07% 142
2024
Q4
$253K Hold
5,244
0.08% 139
2024
Q3
$238K Hold
5,244
0.08% 139
2024
Q2
$216K Hold
5,244
0.09% 133
2024
Q1
$221K Buy
+5,244
New +$207K 0.09% 130

Other funds holding XLF

Precedent Wealth Partners's XLF Position: Q2 2025 in Review

Precedent Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 5,244 shares — an estimated $261K sold.

Precedent Wealth Partners first reported a position in XLF in Q1 2024 and held it in 5 quarters. The position peaked at $261K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • Precedent Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 5,244 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $261K.
  • Precedent Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
  • Precedent Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $261K in Q1 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Precedent Wealth Partners's 13F filing for Q2 2025, filed 21 Jul 2025.