SCM
XLF icon

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

Saxony 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 		– Sell
-7,516
Closed -$363K – 146
2024
Q4 		$363K Sell
7,516
-7,248
-49% -$350K 0.32% 74
2024
Q3 		$669K Buy
+14,764
New +$644K 0.61% 40

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

Saxony Capital Management's XLF Position: Q1 2025 in Review

Saxony Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 7,516 shares — an estimated $363K sold.

Saxony Capital Management first reported a position in XLF in Q3 2024 and held it in 2 quarters. The position peaked at $669K in Q3 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Saxony Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Saxony Capital Management sold 7,516 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $363K.
  • Saxony Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Saxony Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $669K in Q3 2024.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Saxony Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.