Proquility Private 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
Q1
$11.6M Buy
233,471
+53,165
+29% +$2.67M 3.58% 3
2024
Q4
$8.71M Buy
180,306
+4,265
+2% +$206K 2.81% 9
2024
Q3
$7.98M Sell
176,041
-7,320
-4% -$319K 2.56% 13
2024
Q2
$7.54M Buy
183,361
+858
+0.5% +$35.3K 2.57% 10
2024
Q1
$7.69M Sell
182,503
-1,684
-0.9% -$66.5K 2.63% 9
2023
Q4
$6.93M Sell
184,187
-60,641
-25% -$2.1M 2.63% 9
2023
Q3
$8.12M Buy
244,828
+369
+0.2% +$12.7K 3.33% 7
2023
Q2
$8.24M Buy
244,459
+2,995
+1% +$97.7K 3.22% 7
2023
Q1
$7.76M Buy
241,464
+28,367
+13% +$986K 3.08% 7
2022
Q4
$7.29M Sell
213,097
-9,217
-4% -$312K 3% 8
2022
Q3
$6.75M Buy
222,314
+4,492
+2% +$148K 3.11% 8
2022
Q2
$6.85M Sell
217,822
-1,919
-0.9% -$66.3K 2.94% 8
2022
Q1
$7.26M Buy
219,741
+788
+0.4% +$30.8K 3.03% 8
2021
Q4
$8.91M Sell
218,953
-9,331
-4% -$367K 3.14% 7
2021
Q3
$8.57M Buy
228,284
+22,417
+11% +$839K 3.24% 6
2021
Q2
$7.55M Buy
205,867
+35,600
+21% +$1.3M 2.84% 8
2021
Q1
$5.8M Buy
170,267
+1,388
+0.8% +$44.6K 2.31% 11
2020
Q4
$4.98M Buy
+168,879
New +$4.52M 2.27% 13

Other funds holding XLF

Proquility Private Wealth Partners's XLF Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q1 2025, buying an estimated $2.67M and bringing the position to 233,471 shares worth $11.6M. The position accounts for 3.58% of the portfolio, ranked #3.

Proquility Private Wealth Partners first reported a position in XLF in Q4 2020 and has held it in 18 quarters since. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Proquility Private Wealth Partners held 233,471 shares of State Street Financial Select Sector SPDR ETF worth $11.6M as of Q1 2025.
  • Proquility Private Wealth Partners bought 53,165 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $2.67M.
  • State Street Financial Select Sector SPDR ETF made up 3.58% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #3 holding.
  • Proquility Private Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.