SFG Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SFG Wealth 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 Q3	–	Sell	-4,004	Closed	-$210K	–	137
2025 Q2	$210K	Sell	4,004 -66	-2%	-$3.27K	0.13%	79
2025 Q1	$203K	Buy	+4,070	New	+$204K	0.1%	114

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFG Wealth Management's XLF Position: Q3 2025 in Review

SFG Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 4,004 shares — an estimated $210K sold.

SFG Wealth Management first reported a position in XLF in Q1 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

SFG Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
SFG Wealth Management sold 4,004 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $210K.
SFG Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
SFG Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $210K in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on SFG Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.