Tyler-Stone Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tyler-Stone Wealth 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	$1.86M	Buy	35,454 +140	+0.4%	+$6.93K	0.3%	66
2025 Q1	$1.76M	Sell	35,314 -346	-1%	-$17.4K	0.32%	66
2024 Q4	$1.72M	Buy	35,660 +3,128	+10%	+$151K	0.31%	62
2024 Q3	$1.47M	Buy	32,532 +15,538	+91%	+$678K	0.28%	77
2024 Q2	$699K	Sell	16,994 -680	-4%	-$28K	0.29%	70
2024 Q1	$744K	Sell	17,674 -2,961	-14%	-$117K	0.33%	59
2023 Q4	$776K	Sell	20,635 -628	-3%	-$21.7K	0.39%	54
2023 Q3	$705K	Sell	21,263 -791	-4%	-$27.3K	0.4%	52
2023 Q2	$743K	Buy	+22,054	New	+$720K	0.42%	50
2022 Q4	$750K	Buy	21,929 +899	+4%	+$30.4K	0.51%	44
2022 Q3	$638K	Buy	21,030 +678	+3%	+$22.4K	0.49%	48
2022 Q2	$640K	Buy	20,352 +4,506	+28%	+$156K	0.43%	55
2022 Q1	$607K	Sell	15,846 -2,327	-13%	-$91K	0.33%	68
2021 Q4	$710K	Buy	+18,173	New	+$714K	0.38%	52

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

Tyler-Stone Wealth Management's XLF Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.4% in Q2 2025, buying an estimated $6.93K and bringing the position to 35,454 shares worth $1.86M. The position accounts for 0.3% of the portfolio, ranked #66.

Tyler-Stone Wealth Management first reported a position in XLF in Q4 2021 and has held it in 14 quarters since. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Tyler-Stone Wealth Management held 35,454 shares of State Street Financial Select Sector SPDR ETF worth $1.86M as of Q2 2025.
Tyler-Stone Wealth Management bought 140 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $6.93K.
State Street Financial Select Sector SPDR ETF made up 0.3% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #66 holding.
Tyler-Stone Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.