Redmont Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Redmont Wealth Advisors’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	$564	Hold	10	–	–	﹤0.01%	299
2025 Q3	$553	Hold	10	–	–	﹤0.01%	303
2025 Q2	$536	Hold	10	–	–	﹤0.01%	300
2025 Q1	$508	Buy	+10	New	+$502	﹤0.01%	170
2024 Q4	–	Sell	-10	Closed	-$458	–	316
2024 Q3	$458	Hold	10	–	–	﹤0.01%	313
2024 Q2	$414	Hold	10	–	–	﹤0.01%	331
2024 Q1	$423	Buy	+10	New	+$395	﹤0.01%	316

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

Redmont Wealth Advisors's XLF Position: Q4 2025 in Review

Redmont Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2025 at 10 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Redmont Wealth Advisors first reported a position in XLF in Q1 2024 and has held it in 7 quarters since. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Redmont Wealth Advisors held 10 shares of State Street Financial Select Sector SPDR ETF worth $564 as of Q4 2025.
Redmont Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #299 holding.
Redmont Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.