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Rappaport Reiches Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rappaport Reiches Capital Management’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
Q1 		$661K Buy
+13,265
New +$665K 0.17% 52

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Rappaport Reiches Capital Management's XLF Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025: 13,265 shares worth $661K. The stake represents 0.17% of the portfolio and ranks #52 among its holdings.

1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Rappaport Reiches Capital Management held 13,265 shares of State Street Financial Select Sector SPDR ETF worth $661K as of Q1 2025.
  • State Street Financial Select Sector SPDR ETF was a new Rappaport Reiches Capital Management position in Q1 2025.
  • State Street Financial Select Sector SPDR ETF made up 0.17% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #52 holding.
  • 1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.