SO
XLF icon

Sierra Ocean’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sierra Ocean’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
-283
Closed -$14.9K – 985
2025
Q2 		$14.9K Hold
283
– – 0.01% 380
2025
Q1 		$14.1K Hold
283
– – 0.01% 369
2024
Q4 		$13.7K Buy
+283
New +$13.7K 0.01% 366

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sierra Ocean's XLF Position: Q3 2025 in Review

Sierra Ocean sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 283 shares — an estimated $14.9K sold.

Sierra Ocean first reported a position in XLF in Q4 2024 and held it in 3 quarters. The position peaked at $14.9K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Sierra Ocean reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 283 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $14.9K.
  • Sierra Ocean first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's State Street Financial Select Sector SPDR ETF position peaked at $14.9K 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 Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.