Well Done LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Well Done LLC’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	-5,617	Closed	-$303K	–	208
2025 Q3	$303K	Buy	+5,617	New	+$298K	0.05%	148
2019 Q1	–	Sell	-989	Closed	-$24K	–	660
2018 Q4	$24K	Buy	+989	New	+$25.7K	0.01%	333
2018 Q2	–	Sell	-797	Closed	-$22K	–	524
2018 Q1	$22K	Buy	+797	New	+$23K	0.01%	330

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Well Done LLC's XLF Position: Q4 2025 in Review

Well Done LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 5,617 shares — an estimated $303K sold.

Well Done LLC first reported a position in XLF in Q1 2018 and held it in 3 quarters. The position peaked at $303K in Q3 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Well Done LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Well Done LLC sold 5,617 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $303K.
Well Done LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Well Done LLC's State Street Financial Select Sector SPDR ETF position peaked at $303K in Q3 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Well Done LLC's 13F filing for Q4 2025, filed 13 Jan 2026.