Sterling Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sterling Investment Counsel’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 Q2	–	Sell	-4,301	Closed	-$214K	–	181
2025 Q1	$214K	Buy	+4,301	New	+$216K	0.07%	164
2024 Q4	–	Sell	-5,089	Closed	-$231K	–	177
2024 Q3	$231K	Hold	5,089	–	–	0.08%	155
2024 Q2	$209K	Sell	5,089 -119	-2%	-$4.9K	0.08%	153
2024 Q1	$219K	Sell	5,208 -112	-2%	-$4.42K	0.1%	156
2023 Q4	$200K	Buy	+5,320	New	+$184K	0.1%	154
2022 Q2	–	Sell	-5,430	Closed	-$208K	–	161
2022 Q1	$208K	Hold	5,430	–	–	0.14%	140
2021 Q4	$212K	Buy	+5,430	New	+$213K	0.14%	134

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Investment Counsel's XLF Position: Q2 2025 in Review

Sterling Investment Counsel sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,301 shares — an estimated $214K sold.

Sterling Investment Counsel first reported a position in XLF in Q4 2021 and held it in 7 quarters. The position peaked at $231K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Sterling Investment Counsel reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Sterling Investment Counsel sold 4,301 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $214K.
Sterling Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Sterling Investment Counsel's State Street Financial Select Sector SPDR ETF position peaked at $231K in Q3 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Sterling Investment Counsel's 13F filing for Q2 2025, filed 21 Jul 2025.