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

West Oak Capital’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	$270K	Hold	5,015	–	–	0.11%	103
2025 Q2	$263K	Hold	5,015	–	–	0.1%	110
2025 Q1	$250K	Buy	5,015 +53	+1%	+$2.66K	0.1%	107
2024 Q4	$240K	Buy	4,962 +1,350	+37%	+$65.3K	0.08%	107
2024 Q3	$164K	Hold	3,612	–	–	0.03%	121
2024 Q2	$148K	Hold	3,612	–	–	0.06%	136
2024 Q1	$152K	Sell	3,612 -153	-4%	-$6.04K	0.06%	136
2023 Q4	$142K	Hold	3,765	–	–	0.07%	133
2023 Q3	$125K	Hold	3,765	–	–	0.06%	136
2023 Q2	$127K	Hold	3,765	–	–	0.06%	134
2023 Q1	$121K	Buy	3,765 +100	+3%	+$3.48K	0.06%	140
2022 Q4	$125K	Hold	3,665	–	–	0.07%	127
2022 Q3	$111K	Hold	3,665	–	–	0.06%	137
2022 Q2	$115K	Hold	3,665	–	–	0.06%	139
2022 Q1	$140K	Sell	3,665 -100	-3%	-$3.91K	0.06%	138
2021 Q4	$147K	Hold	3,765	–	–	0.05%	141
2021 Q3	$141K	Hold	3,765	–	–	0.05%	140
2021 Q2	$138K	Buy	3,765 +300	+9%	+$11K	0.05%	142
2021 Q1	$118K	Hold	3,465	–	–	0.05%	143
2020 Q4	$102K	Hold	3,465	–	–	0.05%	142
2020 Q3	$83K	Hold	3,465	–	–	0.05%	141
2020 Q2	$80K	Hold	3,465	–	–	0.05%	146
2020 Q1	$72K	Hold	3,465	–	–	0.05%	147
2019 Q4	$107K	Hold	3,465	–	–	0.06%	141
2019 Q3	$97K	Hold	3,465	–	–	0.06%	145
2019 Q2	$96K	Hold	3,465	–	–	0.06%	147
2019 Q1	$89K	Hold	3,465	–	–	0.06%	143
2018 Q4	$82.5K	Hold	3,465	–	–	0.06%	142
2018 Q3	$95.6K	Hold	3,465	–	–	0.06%	149
2018 Q2	$92.1K	Buy	3,465 +60	+2%	+$1.66K	0.06%	148
2018 Q1	$93.9K	Buy	+3,405	New	+$98.1K	0.06%	150
2017 Q4	–	Sell	-3,090	Closed	-$79.9K	–	343
2017 Q3	$79.9K	Hold	3,090	–	–	0.05%	159
2017 Q2	$76.2K	Buy	3,090 +500	+19%	+$11.9K	0.05%	158
2017 Q1	$61.5K	Buy	2,590 +325	+14%	+$7.78K	0.04%	171
2016 Q4	$52.7K	Hold	2,265	–	–	0.04%	177
2016 Q3	$43.7K	Sell	2,265 -315	-12%	-$6.5K	0.03%	188
2016 Q2	$51.8K	Hold	2,580	–	–	0.04%	162
2016 Q1	$51K	Hold	2,580	–	–	0.04%	147
2015 Q4	$54K	Hold	2,580	–	–	0.04%	147
2015 Q3	$51.3K	Hold	2,580	–	–	0.04%	149
2015 Q2	$55.2K	Hold	2,580	–	–	0.04%	146
2015 Q1	$54.6K	Hold	2,580	–	–	0.04%	147
2014 Q4	$56K	Hold	2,580	–	–	0.04%	146
2014 Q3	$52.5K	Hold	2,580	–	–	0.04%	144
2014 Q2	$51.5K	Buy	2,580 +74	+3%	+$1.44K	0.04%	145
2014 Q1	$49.1K	Hold	2,506	–	–	0.04%	146
2013 Q4	$48.1K	Hold	2,506	–	–	0.04%	149
2013 Q3	$43.8K	Buy	2,506 +911	+57%	+$16.2K	0.03%	147
2013 Q2	$27.2K	Buy	+1,595	New	+$26.7K	0.02%	166

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

West Oak Capital's XLF Position: Q3 2025 in Review

West Oak Capital held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 5,015 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #103.

West Oak Capital first reported a position in XLF in Q2 2013 and has held it in 49 quarters since. 1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

West Oak Capital held 5,015 shares of State Street Financial Select Sector SPDR ETF worth $270K as of Q3 2025.
West Oak Capital left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Financial Select Sector SPDR ETF made up 0.11% of West Oak Capital's portfolio in Q3 2025, its #103 holding.
West Oak Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.