Spectrum Wealth Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Spectrum Wealth Counsel's XLF Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 47% in Q1 2025, buying an estimated $5.18M and bringing the position to 321,387 shares worth $16M. The position accounts for 1.92% of the portfolio, ranked #10.
Spectrum Wealth Counsel first reported a position in XLF in Q3 2024 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.
- Spectrum Wealth Counsel held 321,387 shares of State Street Financial Select Sector SPDR ETF worth $16M as of Q1 2025.
- Spectrum Wealth Counsel bought 103,330 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $5.18M.
- State Street Financial Select Sector SPDR ETF made up 1.92% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #10 holding.
- Spectrum Wealth Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
- 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.