Trivium Point Advisory’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
Q2
Sell
-21,625
Closed -$1.08M 363
2025
Q1
$1.08M Buy
21,625
+15,708
+265% +$788K 0.13% 155
2024
Q4
$286K Sell
5,917
-566
-9% -$27.4K 0.04% 295
2024
Q3
$323K Buy
6,483
+1,437
+28% +$62.7K 0.05% 272
2024
Q2
$207K Buy
+5,046
New +$208K 0.03% 294

Other funds holding XLF

Trivium Point Advisory's XLF Position: Q2 2025 in Review

Trivium Point Advisory sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 21,625 shares — an estimated $1.08M sold.

Trivium Point Advisory first reported a position in XLF in Q2 2024 and held it in 4 quarters. The position peaked at $1.08M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • Trivium Point Advisory reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 21,625 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.08M.
  • Trivium Point Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
  • Trivium Point Advisory's State Street Financial Select Sector SPDR ETF position peaked at $1.08M in Q1 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Trivium Point Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.