Transform Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
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.