West Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

West Financial Advisors’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	-1,533	Closed	-$82.6K	–	241
2025 Q3	$82.6K	Sell	1,533 -65,139	-98%	-$3.45M	0.01%	85
2025 Q2	$3.49M	Sell	66,672 -313	-0.5%	-$15.5K	0.61%	21
2025 Q1	$3.34M	Buy	66,985 +5,350	+9%	+$268K	0.63%	21
2024 Q4	$2.98M	Buy	61,635 +6,310	+11%	+$305K	0.57%	22
2024 Q3	$2.51M	Sell	55,325 -993	-2%	-$43.3K	0.48%	24
2024 Q2	$2.32M	Buy	56,318 +996	+2%	+$41K	0.48%	25
2024 Q1	$2.33M	Buy	55,322 +505	+0.9%	+$19.9K	0.5%	23
2023 Q4	$2.06M	Buy	+54,817	New	+$1.9M	0.47%	24
2023 Q1	–	Sell	-47,135	Closed	-$1.61M	–	176
2022 Q4	$1.61M	Buy	+47,135	New	+$1.59M	0.45%	26
2022 Q2	–	Sell	-40,305	Closed	-$1.54M	–	201
2022 Q1	$1.54M	Buy	40,305 +31,105	+338%	+$1.22M	0.41%	22
2021 Q4	$359K	Sell	9,200 -27,193	-75%	-$1.07M	0.1%	44
2021 Q3	$1.37M	Buy	36,393 +6,523	+22%	+$244K	0.4%	18
2021 Q2	$1.1M	Buy	29,870 +2,547	+9%	+$93.2K	0.34%	20
2021 Q1	$930K	Buy	+27,323	New	+$878K	0.31%	20

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

West Financial Advisors's XLF Position: Q4 2025 in Review

West Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 1,533 shares — an estimated $82.6K sold.

West Financial Advisors first reported a position in XLF in Q1 2021 and held it in 14 quarters. The position peaked at $3.49M in Q2 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

West Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
West Financial Advisors sold 1,533 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $82.6K.
West Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 14 quarters.
West Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.49M in Q2 2025.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on West Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.