Private Client Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Client Services’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 Q3	–	Sell	-4,194	Closed	-$220K	–	221
2025 Q2	$220K	Buy	+4,194	New	+$208K	0.09%	188

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Private Client Services's XLF Position: Q3 2025 in Review

Private Client Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 4,194 shares — an estimated $220K sold.

Private Client Services first reported a position in XLF in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Private Client Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Private Client Services sold 4,194 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $220K.
Private Client Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
Private Client Services's State Street Financial Select Sector SPDR ETF position peaked at $220K in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.