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

Towercrest Capital 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 Q1	–	Sell	-4,976	Closed	-$241K	–	102
2024 Q4	$241K	Buy	+4,976	New	+$241K	0.04%	92
2024 Q2	–	Sell	-5,411	Closed	-$228K	–	111
2024 Q1	$228K	Sell	5,411 -259	-5%	-$10.2K	0.04%	102
2023 Q4	$213K	Buy	+5,670	New	+$196K	0.04%	100

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Towercrest Capital Management's XLF Position: Q1 2025 in Review

Towercrest Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 4,976 shares — an estimated $241K sold.

Towercrest Capital Management first reported a position in XLF in Q4 2023 and held it in 3 quarters. The position peaked at $241K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Towercrest Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Towercrest Capital Management sold 4,976 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $241K.
Towercrest Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
Towercrest Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $241K in Q4 2024.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.