Wela Strategies’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
Q3 | $6.61M | Buy |
122,688
+1,239
| +1% | +$65.6K | 2.51% | 9 |
|
|
2025
Q2 | $6.36M | Buy |
121,449
+3,988
| +3% | +$197K | 2.51% | 10 |
|
|
2025
Q1 | $5.85M | Buy |
117,461
+116,475
| +11,813% | +$5.84M | 2.47% | 9 |
|
|
2024
Q4 | $231K | Sell |
986
-112,864
| -99% | -$5.46M | 0.1% | 51 |
|
|
2024
Q3 | $5.16M | Buy |
113,850
+13,106
| +13% | +$572K | 2.25% | 12 |
|
|
2024
Q2 | $4.14M | Buy |
100,744
+1,229
| +1% | +$50.6K | 1.93% | 12 |
|
|
2024
Q1 | $4.19M | Sell |
99,515
-37,117
| -27% | -$1.47M | 1.98% | 11 |
|
|
2023
Q4 | $5.14M | Buy |
136,632
+2,407
| +2% | +$83.3K | 2.76% | 11 |
|
|
2023
Q3 | $4.45M | Buy |
134,225
+9,532
| +8% | +$328K | 2.66% | 10 |
|
|
2023
Q2 | $4.2M | Buy |
124,693
+1,279
| +1% | +$41.7K | 3.23% | 11 |
|
|
2023
Q1 | $3.97M | Sell |
123,414
-42,374
| -26% | -$1.47M | 2.12% | 14 |
|
|
2022
Q4 | $5.67M | Buy |
165,788
+6,146
| +4% | +$208K | 3.18% | 9 |
|
|
2022
Q3 | $4.85M | Buy |
159,642
+26,742
| +20% | +$884K | 3.28% | 8 |
|
|
2022
Q2 | $4.18M | Sell |
132,900
-873
| -0.7% | -$30.2K | 2.45% | 13 |
|
|
2022
Q1 | $5.13M | Buy |
133,773
+6,304
| +5% | +$246K | 2.63% | 11 |
|
|
2021
Q4 | $4.98M | Buy |
127,469
+4,608
| +4% | +$181K | 2.46% | 13 |
|
|
2021
Q3 | $4.61M | Sell |
122,861
-5,772
| -4% | -$216K | 2.41% | 13 |
|
|
2021
Q2 | $4.72M | Buy |
128,633
+3,060
| +2% | +$112K | 1.91% | 15 |
|
|
2021
Q1 | $4.28M | Sell |
125,573
-9,230
| -7% | -$296K | 2.3% | 14 |
|
|
2020
Q4 | $3.97M | Sell |
134,803
-608
| -0.4% | -$16.3K | 2.29% | 12 |
|
|
2020
Q3 | $3.26M | Buy |
135,411
+33,552
| +33% | +$816K | 2.08% | 15 |
|
|
2020
Q2 | $2.36M | Buy |
+101,859
| New | +$2.31M | 1.5% | 18 |
|
|
2020
Q1 | – | Sell |
-18,190
| Closed | -$560K | – | 40 |
|
|
2019
Q4 | $560K | Sell |
18,190
-912
| -5% | -$26.8K | 0.33% | 27 |
|
|
2019
Q3 | $535K | Sell |
19,102
-104,630
| -85% | -$2.89M | 0.33% | 27 |
|
|
2019
Q2 | $3.5M | Buy |
123,732
+4,449
| +4% | +$120K | 2.22% | 11 |
|
|
2019
Q1 | $3.07M | Buy |
119,283
+10,772
| +10% | +$278K | 2.04% | 12 |
|
|
2018
Q4 | $2.58M | Buy |
108,511
+3,363
| +3% | +$87.4K | 1.95% | 15 |
|
|
2018
Q3 | $2.9M | Buy |
105,148
+9,674
| +10% | +$271K | 2.04% | 15 |
|
|
2018
Q2 | $2.56M | Buy |
95,474
+10,624
| +13% | +$293K | 1.91% | 16 |
|
|
2018
Q1 | $2.32M | Sell |
84,850
-4,221
| -5% | -$122K | 1.86% | 16 |
|
|
2017
Q4 | $2.6M | Buy |
89,071
+2,244
| +3% | +$60.4K | 2.04% | 12 |
|
|
2017
Q3 | $2.25M | Buy |
86,827
+7,057
| +9% | +$176K | 2.11% | 13 |
|
|
2017
Q2 | $1.97M | Buy |
79,770
+10,997
| +16% | +$261K | 1.8% | 14 |
|
|
2017
Q1 | $1.63M | Buy |
+68,773
| New | +$1.65M | 1.6% | 14 |
|
Other funds holding XLF
Wela Strategies's XLF Position: Q3 2025 in Review
Wela Strategies increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q3 2025, buying an estimated $65.6K and bringing the position to 122,688 shares worth $6.61M. The position accounts for 2.51% of the portfolio, ranked #9.
Wela Strategies first reported a position in XLF in Q1 2017 and has held it in 34 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.
- Wela Strategies held 122,688 shares of State Street Financial Select Sector SPDR ETF worth $6.61M as of Q3 2025.
- Wela Strategies bought 1,239 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $65.6K.
- State Street Financial Select Sector SPDR ETF made up 2.51% of Wela Strategies's portfolio in Q3 2025, its #9 holding.
- Wela Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 34 quarters since.
- 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.