Transform Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.3M | Buy |
427,546
+25,045
| +6% | +$1.26M | 1.29% | 15 |
|
|
2024
Q4 | $19.5M | Buy |
402,501
+388,174
| +2,709% | +$18.8M | 1.08% | 17 |
|
|
2024
Q3 | $649K | Hold |
14,327
| – | – | 0.04% | 129 |
|
|
2024
Q2 | $589K | Hold |
14,327
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $603K | Sell |
14,327
-335
| -2% | -$13.2K | 0.06% | 139 |
|
|
2023
Q4 | $551K | Buy |
14,662
+235
| +2% | +$8.14K | 0.05% | 163 |
|
|
2023
Q3 | $479K | Sell |
14,427
-1,100
| -7% | -$37.9K | 0.05% | 167 |
|
|
2023
Q2 | $523K | Sell |
15,527
-7,089
| -31% | -$231K | 0.05% | 176 |
|
|
2023
Q1 | $727K | Buy |
22,616
+1,129
| +5% | +$39.2K | 0.07% | 146 |
|
|
2022
Q4 | $735K | Sell |
21,487
-9,896
| -32% | -$335K | 0.08% | 130 |
|
|
2022
Q3 | $953K | Sell |
31,383
-3,757
| -11% | -$124K | 0.12% | 96 |
|
|
2022
Q2 | $1.1M | Sell |
35,140
-29,777
| -46% | -$1.03M | 0.16% | 92 |
|
|
2022
Q1 | $2.49M | Sell |
64,917
-1,989
| -3% | -$77.7K | 0.28% | 82 |
|
|
2021
Q4 | $2.61M | Sell |
66,906
-149
| -0.2% | -$5.86K | 0.27% | 77 |
|
|
2021
Q3 | $2.52M | Buy |
67,055
+4,065
| +6% | +$152K | 0.29% | 80 |
|
|
2021
Q2 | $2.31M | Buy |
62,990
+47,254
| +300% | +$1.73M | 0.28% | 86 |
|
|
2021
Q1 | $536K | Buy |
15,736
+2,100
| +15% | +$67.5K | 0.11% | 149 |
|
|
2020
Q4 | $402K | Hold |
13,636
| – | – | 0.08% | 163 |
|
|
2020
Q3 | $328K | Hold |
13,636
| – | – | 0.05% | 172 |
|
|
2020
Q2 | $316K | Hold |
13,636
| – | – | 0.05% | 177 |
|
|
2020
Q1 | $284K | Buy |
13,636
+1,260
| +10% | +$34.7K | 0.06% | 174 |
|
|
2019
Q4 | $381K | Sell |
12,376
-535
| -4% | -$15.7K | 0.06% | 173 |
|
|
2019
Q3 | $361K | Sell |
12,911
-14,106
| -52% | -$389K | 0.06% | 162 |
|
|
2019
Q2 | $745K | Sell |
27,017
-83,145
| -75% | -$2.25M | 0.11% | 153 |
|
|
2019
Q1 | $2.83M | Sell |
110,162
-245,160
| -69% | -$6.33M | 0.53% | 76 |
|
|
2018
Q4 | $8.46M | Buy |
355,322
+4,186
| +1% | +$109K | 1.74% | 10 |
|
|
2018
Q3 | $9.68M | Buy |
351,136
+14,913
| +4% | +$417K | 1.68% | 7 |
|
|
2018
Q2 | $8.94M | Buy |
336,223
+31,007
| +10% | +$855K | 1.62% | 9 |
|
|
2018
Q1 | $8.41M | Buy |
305,216
+69,813
| +30% | +$2.01M | 1.6% | 7 |
|
|
2017
Q4 | $6.57M | Buy |
235,403
+10,659
| +5% | +$287K | 1.21% | 22 |
|
|
2017
Q3 | $5.81M | Buy |
+224,744
| New | +$5.61M | 2.03% | 6 |
|
|
2017
Q2 | – | Sell |
-173,448
| Closed | -$4.12M | – | 194 |
|
|
2017
Q1 | $4.12M | Sell |
173,448
-11,875
| -6% | -$284K | 1.54% | 7 |
|
|
2016
Q4 | $4.31M | Buy |
185,323
+10,725
| +6% | +$230K | 1.71% | 8 |
|
|
2016
Q3 | $3.37M | Sell |
174,598
-14,074
| -7% | -$290K | 1.45% | 8 |
|
|
2016
Q2 | $3.79M | Buy |
+188,672
| New | +$3.82M | 1.59% | 7 |
|
Other funds holding XLF
Transform Wealth's XLF Position: Q1 2025 in Review
Transform Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q1 2025, buying an estimated $1.26M and bringing the position to 427,546 shares worth $21.3M. The position accounts for 1.29% of the portfolio, ranked #15.
Transform Wealth first reported a position in XLF in Q2 2016 and has held it in 35 quarters since. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.
- Transform Wealth held 427,546 shares of State Street Financial Select Sector SPDR ETF worth $21.3M as of Q1 2025.
- Transform Wealth bought 25,045 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $1.26M.
- State Street Financial Select Sector SPDR ETF made up 1.29% of Transform Wealth's portfolio in Q1 2025, its #15 holding.
- Transform Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and has held it in 35 quarters since.
- 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.