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Sonora Investment Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sonora Investment Management Group’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 		$451K Hold
8,374
– – 0.03% 176
2025
Q2 		$439K Sell
8,374
-215
-3% -$10.6K 0.03% 179
2025
Q1 		$428K Buy
8,589
+713
+9% +$35.8K 0.03% 178
2024
Q4 		$381K Buy
7,876
+470
+6% +$22.7K 0.03% 192
2024
Q3 		$336K Sell
7,406
-2,147
-22% -$93.7K 0.02% 209
2024
Q2 		$402K Hold
9,553
– – 0.03% 192
2024
Q1 		$402K Buy
9,553
+2,734
+40% +$108K 0.03% 192
2023
Q4 		$256K Hold
6,819
– – 0.02% 225
2023
Q3 		$226K Sell
6,819
-5
-0.1% -$172 0.02% 227
2023
Q2 		$230K Buy
6,824
+230
+3% +$7.51K 0.02% 232
2023
Q1 		$212K Sell
6,594
-1,096
-14% -$38.1K 0.02% 242
2022
Q4 		$263K Buy
7,690
+646
+9% +$21.9K 0.02% 221
2022
Q3 		$222K Hold
7,044
– – 0.03% 182
2022
Q2 		$222K Buy
7,044
+250
+4% +$8.64K 0.02% 215
2022
Q1 		$260K Sell
6,794
-600
-8% -$23.5K 0.03% 177
2021
Q4 		$289K Buy
+7,394
New +$291K 0.03% 175

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sonora Investment Management Group's XLF Position: Q3 2025 in Review

Sonora Investment Management Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 8,374 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #176.

Sonora Investment Management Group first reported a position in XLF in Q4 2021 and has held it in 16 quarters since. 1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Sonora Investment Management Group held 8,374 shares of State Street Financial Select Sector SPDR ETF worth $451K as of Q3 2025.
  • Sonora Investment Management Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #176 holding.
  • Sonora Investment Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.