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

Wellington 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	$775K	Buy	+14,799	New	+$732K	1.16%	14

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

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

Wellington Capital Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025: 14,799 shares worth $775K. The stake represents 1.16% of the portfolio and ranks #14 among its holdings.

1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Wellington Capital Management held 14,799 shares of State Street Financial Select Sector SPDR ETF worth $775K as of Q2 2025.
State Street Financial Select Sector SPDR ETF was a new Wellington Capital Management position in Q2 2025.
State Street Financial Select Sector SPDR ETF made up 1.16% of Wellington Capital Management's portfolio in Q2 2025, its #14 holding.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.