SFMG Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
SFMG Wealth Advisors's XLF Position: Q2 2025 in Review
SFMG Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 5,007 shares — an estimated $249K sold.
SFMG Wealth Advisors first reported a position in XLF in Q3 2014 and held it in 3 quarters. The position peaked at $12.5M in Q3 2014. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.
- SFMG Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- SFMG Wealth Advisors sold 5,007 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $249K.
- SFMG Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2014 and held it in 3 quarters.
- SFMG Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.5M in Q3 2014.
- 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.
Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.