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United Capital Management of KS’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

United Capital Management of KS’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
Q3 		– Sell
-295,435
Closed -$15.5M – 129
2025
Q2 		$15.5M Buy
295,435
+1,664
+0.6% +$82.4K 2.43% 10
2025
Q1 		$14.6M Buy
293,771
+30,209
+11% +$1.52M 3.02% 7
2024
Q4 		$12.7M Buy
+263,562
New +$12.7M 2.32% 11

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

United Capital Management of KS's XLF Position: Q3 2025 in Review

United Capital Management of KS sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 295,435 shares — an estimated $15.5M sold.

United Capital Management of KS first reported a position in XLF in Q4 2024 and held it in 3 quarters. The position peaked at $15.5M in Q2 2025. 1,817 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • United Capital Management of KS reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • United Capital Management of KS sold 295,435 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $15.5M.
  • United Capital Management of KS first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • United Capital Management of KS's State Street Financial Select Sector SPDR ETF position peaked at $15.5M in Q2 2025.
  • 1,817 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on United Capital Management of KS's 13F filing for Q3 2025, filed 12 Nov 2025.