Private Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Advisory Group’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 Q4	–	Sell	-75,994	Closed	-$4.09M	–	277
2025 Q3	$4.09M	Buy	75,994 +7,437	+11%	+$394K	0.34%	67
2025 Q2	$3.59M	Sell	68,557 -5,228	-7%	-$259K	0.32%	63
2025 Q1	$3.68M	Sell	73,785 -1,175	-2%	-$58.9K	0.41%	61
2024 Q4	$3.62M	Buy	+74,960	New	+$3.62M	0.41%	62
2024 Q1	–	Sell	-31,698	Closed	-$1.19M	–	224
2023 Q4	$1.19M	Sell	31,698 -2,702	-8%	-$93.5K	0.21%	91
2023 Q3	$1.14M	Buy	34,400 +2,732	+9%	+$94.1K	0.23%	90
2023 Q2	$1.07M	Buy	+31,668	New	+$1.03M	0.21%	98
2022 Q2	–	Sell	-30,325	Closed	-$1.16M	–	206
2022 Q1	$1.16M	Sell	30,325 -1,593	-5%	-$62.3K	0.23%	75
2021 Q4	$1.25M	Buy	+31,918	New	+$1.25M	0.24%	67
2021 Q3	–	Sell	-25,316	Closed	-$929K	–	146
2021 Q2	$929K	Buy	+25,316	New	+$926K	0.23%	67
2020 Q1	–	Sell	-26,108	Closed	-$804K	–	134
2019 Q4	$804K	Buy	+26,108	New	+$766K	0.32%	58
2017 Q2	–	Sell	-34,746	Closed	-$825K	–	154
2017 Q1	$825K	Buy	34,746 +21,796	+168%	+$522K	0.55%	49
2016 Q4	$301K	Buy	+12,950	New	+$278K	0.21%	100

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Private Advisory Group's XLF Position: Q4 2025 in Review

Private Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 75,994 shares — an estimated $4.09M sold.

Private Advisory Group first reported a position in XLF in Q4 2016 and held it in 13 quarters. The position peaked at $4.09M in Q3 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Private Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Private Advisory Group sold 75,994 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $4.09M.
Private Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 13 quarters.
Private Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $4.09M in Q3 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.