Strategic Financial Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Financial Partners’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 Q4	–	Sell	-70,701	Closed	-$3.81M	–	87
2025 Q3	$3.81M	Buy	70,701 +413	+0.6%	+$21.9K	1.74%	14
2025 Q2	$3.68M	Buy	70,288 +16,962	+32%	+$840K	1.71%	14
2025 Q1	$2.66M	Buy	+53,326	New	+$2.67M	1.4%	13
2024 Q4	–	Sell	-71,435	Closed	-$3.24M	–	72
2024 Q3	$3.24M	Buy	71,435 +2,670	+4%	+$117K	1.65%	13
2024 Q2	$2.83M	Buy	+68,765	New	+$2.83M	1.56%	18
2023 Q4	–	Sell	-72,464	Closed	-$2.4M	–	76
2023 Q3	$2.4M	Buy	72,464 +141	+0.2%	+$4.86K	1.46%	15
2023 Q2	$2.44M	Buy	72,323 +16,500	+30%	+$539K	1.39%	16
2023 Q1	$1.79M	Buy	55,823 +5,458	+11%	+$190K	1.1%	22
2022 Q4	$1.72M	Buy	+50,365	New	+$1.7M	1.05%	19

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Strategic Financial Partners's XLF Position: Q4 2025 in Review

Strategic Financial Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 70,701 shares — an estimated $3.81M sold.

Strategic Financial Partners first reported a position in XLF in Q4 2022 and held it in 9 quarters. The position peaked at $3.81M in Q3 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Strategic Financial Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Strategic Financial Partners sold 70,701 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $3.81M.
Strategic Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Strategic Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $3.81M in Q3 2025.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Strategic Financial Partners's 13F filing for Q4 2025, filed 11 Feb 2026.