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

TruNorth 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
Q4 		– Sell
-1,361
Closed -$73.3K – 398
2025
Q3 		$73.3K Hold
1,361
– – 0.01% 150
2025
Q2 		$71.3K Hold
1,361
– – 0.02% 139
2025
Q1 		$67.8K Hold
1,361
– – 0.02% 179
2024
Q4 		$65.8K Hold
1,361
– – 0.02% 131
2024
Q3 		$61.7K Hold
1,361
– – 0.02% 134
2024
Q2 		$56K Hold
1,361
– – 0.02% 122
2024
Q1 		$57.3K Buy
+1,361
New +$53.7K 0.02% 99

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TruNorth Capital Management's XLF Position: Q4 2025 in Review

TruNorth Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 1,361 shares — an estimated $73.3K sold.

TruNorth Capital Management first reported a position in XLF in Q1 2024 and held it in 7 quarters. The position peaked at $73.3K in Q3 2025. 1,959 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • TruNorth Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 1,361 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $73.3K.
  • TruNorth Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $73.3K in Q3 2025.
  • 1,959 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.