RFG - Bristol Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RFG - Bristol 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	–	Sell	-4,944	Closed	-$266K	–	183
2025 Q3	$266K	Sell	4,944 -3,775	-43%	-$200K	0.08%	158
2025 Q2	$457K	Buy	+8,719	New	+$432K	0.14%	115

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

RFG - Bristol Wealth Advisors's XLF Position: Q4 2025 in Review

RFG - Bristol Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 4,944 shares — an estimated $266K sold.

RFG - Bristol Wealth Advisors first reported a position in XLF in Q2 2025 and held it in 2 quarters. The position peaked at $457K in Q2 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

RFG - Bristol Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
RFG - Bristol Wealth Advisors sold 4,944 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $266K.
RFG - Bristol Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
RFG - Bristol Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $457K in Q2 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.