Smithfield Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Smithfield Trust’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	-101	Closed	-$6K	–	1069
2025 Q2	$6K	Buy	+101	New	+$5K	﹤0.01%	955
2020 Q4	–	Sell	-1,000	Closed	-$24K	–	1117
2020 Q3	$24K	Hold	1,000	–	–	﹤0.01%	613
2020 Q2	$23K	Hold	1,000	–	–	﹤0.01%	607
2020 Q1	$21K	Hold	1,000	–	–	﹤0.01%	566
2019 Q4	$31K	Hold	1,000	–	–	﹤0.01%	570
2019 Q3	$28K	Buy	+1,000	New	+$27.6K	﹤0.01%	601

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

Smithfield Trust's XLF Position: Q3 2025 in Review

Smithfield Trust sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 101 shares — an estimated $6K sold.

Smithfield Trust first reported a position in XLF in Q3 2019 and held it in 6 quarters. The position peaked at $31K in Q4 2019. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Smithfield Trust reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Smithfield Trust sold 101 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $6K.
Smithfield Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Smithfield Trust's State Street Financial Select Sector SPDR ETF position peaked at $31K in Q4 2019.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Smithfield Trust's 13F filing for Q3 2025, filed 7 Nov 2025.