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

Proficio Capital 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 Q3	–	Sell	-481,866	Closed	-$782K	–	438
2025 Q2	$782K	Buy	481,866 +469,001	+3,646%	+$23.2M	0.05%	181
2025 Q1	$641K	Buy	+12,865	New	+$645K	0.05%	179
2023 Q2	–	Sell	-17,360	Closed	-$558K	–	315
2023 Q1	$558K	Hold	17,360	–	–	0.09%	131
2022 Q4	$594K	Sell	17,360 -12,540	-42%	-$424K	0.11%	111
2022 Q3	$908K	Sell	29,900 -5,325	-15%	-$176K	0.17%	82
2022 Q2	$1.11M	Buy	+35,225	New	+$1.22M	0.21%	72
2021 Q4	–	Sell	-25,470	Closed	-$956K	–	328
2021 Q3	$956K	Buy	+25,470	New	+$953K	0.13%	97
2021 Q2	–	Sell	-17,790	Closed	-$606K	–	306
2021 Q1	$606K	Buy	+17,790	New	+$571K	0.08%	115
2019 Q3	–	Sell	-2,978	Closed	-$82K	–	1571
2019 Q2	$82K	Hold	2,978	–	–	0.03%	249
2019 Q1	$77K	Hold	2,978	–	–	0.03%	249
2018 Q4	$71K	Sell	2,978 -26,400	-90%	-$686K	0.03%	222
2018 Q3	$810K	Hold	29,378	–	–	0.27%	58
2018 Q2	$781K	Hold	29,378	–	–	0.32%	61
2018 Q1	$810K	Buy	29,378 +26,400	+887%	+$760K	0.24%	70
2017 Q4	$83K	Hold	2,978	–	–	0.03%	248
2017 Q3	$77K	Hold	2,978	–	–	0.03%	291
2017 Q2	$75K	Hold	2,978	–	–	0.03%	307
2017 Q1	$70K	Hold	2,978	–	–	0.03%	314
2016 Q4	$69K	Hold	2,978	–	–	0.03%	218
2016 Q3	$57K	Sell	2,978 -28,893	-91%	-$596K	0.03%	252
2016 Q2	$663K	Hold	31,871	–	–	0.42%	69
2016 Q1	$630K	Buy	+31,871	New	+$607K	0.53%	54

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

Proficio Capital Partners's XLF Position: Q3 2025 in Review

Proficio Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 481,866 shares — an estimated $782K sold.

Proficio Capital Partners first reported a position in XLF in Q1 2016 and held it in 22 quarters. The position peaked at $1.11M in Q2 2022. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Proficio Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Proficio Capital Partners sold 481,866 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $782K.
Proficio Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and held it in 22 quarters.
Proficio Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.11M in Q2 2022.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.