TFC Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

TFC Financial Management’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	-800	Closed	-$43.1K	–	1064
2025 Q3	$43.1K	Buy	+800	New	+$42.4K	0.01%	285
2022 Q3	–	Sell	-2,825	Closed	-$89K	–	585
2022 Q2	$89K	Buy	+2,825	New	+$97.6K	0.03%	166
2022 Q1	–	Sell	-242	Closed	-$9K	–	593
2021 Q4	$9K	Buy	+242	New	+$9.51K	﹤0.01%	356

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 $424B AUM 22.94% 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

TFC Financial Management's XLF Position: Q4 2025 in Review

TFC Financial Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 800 shares — an estimated $43.1K sold.

TFC Financial Management first reported a position in XLF in Q4 2021 and held it in 3 quarters. The position peaked at $89K in Q2 2022. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

TFC Financial Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 800 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $43.1K.
TFC Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
TFC Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $89K in Q2 2022.
1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.