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

Twin 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 Q2	–	Sell	-5,955	Closed	-$297K	–	281
2025 Q1	$297K	Hold	5,955	–	–	0.03%	269
2024 Q4	$288K	Hold	5,955	–	–	0.03%	275
2024 Q3	$270K	Sell	5,955 -300	-5%	-$13.1K	0.03%	282
2024 Q2	$257K	Hold	6,255	–	–	0.03%	270
2024 Q1	$263K	Hold	6,255	–	–	0.03%	260
2023 Q4	$235K	Sell	6,255 -223	-3%	-$7.72K	0.03%	259
2023 Q3	$215K	Hold	6,478	–	–	0.03%	270
2023 Q2	$218K	Hold	6,478	–	–	0.03%	276
2023 Q1	$208K	Hold	6,478	–	–	0.03%	279
2022 Q4	$222K	Buy	+6,478	New	+$219K	0.03%	276

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

Twin Capital Management's XLF Position: Q2 2025 in Review

Twin Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 5,955 shares — an estimated $297K sold.

Twin Capital Management first reported a position in XLF in Q4 2022 and held it in 10 quarters. The position peaked at $297K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Twin Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Twin Capital Management sold 5,955 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $297K.
Twin Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Twin Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $297K 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 Twin Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.