Segment Wealth Management’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
Q2 | – | Sell |
-4,400
| Closed | -$219K | – | 295 |
|
|
2025
Q1 | $219K | Hold |
4,400
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $213K | Buy |
+4,400
| New | +$213K | 0.01% | 257 |
|
|
2022
Q2 | – | Sell |
-211,220
| Closed | -$8.09M | – | 264 |
|
|
2022
Q1 | $8.09M | Buy |
+211,220
| New | +$8.26M | 0.83% | 50 |
|
|
2020
Q2 | – | Sell |
-179,963
| Closed | -$3.75M | – | 208 |
|
|
2020
Q1 | $3.75M | Buy |
179,963
+2,634
| +1% | +$72.5K | 0.83% | 46 |
|
|
2019
Q4 | $5.46M | Buy |
177,329
+2,749
| +2% | +$80.7K | 0.92% | 36 |
|
|
2019
Q3 | $4.89M | Buy |
174,580
+11,015
| +7% | +$304K | 0.96% | 37 |
|
|
2019
Q2 | $4.51M | Buy |
163,565
+2,640
| +2% | +$71.5K | 0.92% | 39 |
|
|
2019
Q1 | $4.14M | Buy |
160,925
+4,500
| +3% | +$116K | 0.88% | 44 |
|
|
2018
Q4 | $3.73M | Buy |
156,425
+10,430
| +7% | +$271K | 0.94% | 42 |
|
|
2018
Q3 | $4.03M | Buy |
145,995
+2,495
| +2% | +$69.8K | 0.88% | 43 |
|
|
2018
Q2 | $3.82M | Buy |
143,500
+2,482
| +2% | +$68.5K | 0.9% | 45 |
|
|
2018
Q1 | $3.89M | Buy |
141,018
+2,005
| +1% | +$57.7K | 0.97% | 39 |
|
|
2017
Q4 | $3.88M | Buy |
139,013
+3,580
| +3% | +$96.3K | 0.94% | 34 |
|
|
2017
Q3 | $3.5M | Sell |
135,433
-87
| -0.1% | -$2.17K | 0.93% | 31 |
|
|
2017
Q2 | $3.34M | Buy |
135,520
+4,550
| +3% | +$108K | 0.92% | 30 |
|
|
2017
Q1 | $3.11M | Buy |
130,970
+19,170
| +17% | +$459K | 1.01% | 26 |
|
|
2016
Q4 | $2.6M | Buy |
111,800
+52,050
| +87% | +$1.12M | 0.95% | 36 |
|
|
2016
Q3 | $1.15M | Buy |
+59,750
| New | +$1.23M | 0.45% | 68 |
|
|
2016
Q1 | – | Sell |
-103,100
| Closed | -$2.16M | – | 166 |
|
|
2015
Q4 | $2.16M | Buy |
103,100
+2,969
| +3% | +$62.5K | 0.82% | 45 |
|
|
2015
Q3 | $1.99M | Buy |
100,131
+1,990
| +2% | +$42.2K | 0.76% | 52 |
|
|
2015
Q2 | $2.1M | Buy |
98,141
+4,168
| +4% | +$90K | 0.73% | 56 |
|
|
2015
Q1 | $1.99M | Buy |
93,973
+2,355
| +3% | +$49.8K | 0.66% | 57 |
|
|
2014
Q4 | $1.99M | Sell |
91,618
-3,479
| -4% | -$72.9K | 0.76% | 51 |
|
|
2014
Q3 | $1.93M | Buy |
95,097
+953
| +1% | +$19.2K | 0.74% | 47 |
|
|
2014
Q2 | $1.88M | Buy |
94,144
+1,610
| +2% | +$31.4K | 0.73% | 44 |
|
|
2014
Q1 | $1.81M | Sell |
92,534
-123
| -0.1% | -$2.35K | 0.84% | 46 |
|
|
2013
Q4 | $1.78M | Buy |
92,657
+1,116
| +1% | +$20.5K | 0.88% | 35 |
|
|
2013
Q3 | $1.6M | Buy |
91,541
+9,748
| +12% | +$173K | 0.87% | 36 |
|
|
2013
Q2 | $1.4M | Buy |
+81,793
| New | +$1.37M | 0.84% | 35 |
|
Other funds holding XLF
Segment Wealth Management's XLF Position: Q2 2025 in Review
Segment Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,400 shares — an estimated $219K sold.
Segment Wealth Management first reported a position in XLF in Q2 2013 and held it in 29 quarters. The position peaked at $8.09M in Q1 2022. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.
- Segment Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Segment Wealth Management sold 4,400 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $219K.
- Segment Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 29 quarters.
- Segment Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $8.09M in Q1 2022.
- 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.
Based on Segment Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.