Westwood Holdings Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Westwood Holdings Group’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	–	Sell	-249,058	Closed	-$12.4M	–	522
2025 Q1	$12.4M	Sell	249,058 -5,533	-2%	-$278K	0.09%	199
2024 Q4	$12.3M	Sell	254,591 -3,194	-1%	-$154K	0.09%	210
2024 Q3	$11.7M	Buy	+257,785	New	+$11.2M	0.05%	252
2021 Q3	–	Sell	-5,692	Closed	-$209K	–	478
2021 Q2	$209K	Buy	+5,692	New	+$208K	﹤0.01%	431
2021 Q1	–	Sell	-12,802	Closed	-$377K	–	487
2020 Q4	$377K	Buy	+12,802	New	+$342K	﹤0.01%	385
2017 Q2	–	Sell	-11,452	Closed	-$272K	–	527
2017 Q1	$272K	Sell	11,452 -3,569	-24%	-$85.5K	﹤0.01%	372
2016 Q4	$350K	Sell	15,021 -220	-1%	-$4.72K	﹤0.01%	403
2016 Q3	$294K	Sell	15,241 -4,916	-24%	-$101K	﹤0.01%	411
2016 Q2	$404K	Sell	20,157 -6,276	-24%	-$127K	﹤0.01%	351
2016 Q1	$522K	Buy	+26,433	New	+$503K	﹤0.01%	337
2015 Q4	–	Sell	-32,185	Closed	-$640K	–	414
2015 Q3	$640K	Buy	32,185 +5,933	+23%	+$126K	0.01%	321
2015 Q2	$560K	Buy	+26,252	New	+$567K	﹤0.01%	329

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

Westwood Holdings Group's XLF Position: Q2 2025 in Review

Westwood Holdings Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 249,058 shares — an estimated $12.4M sold.

Westwood Holdings Group first reported a position in XLF in Q2 2015 and held it in 12 quarters. The position peaked at $12.4M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Westwood Holdings Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Westwood Holdings Group sold 249,058 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $12.4M.
Westwood Holdings Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and held it in 12 quarters.
Westwood Holdings Group's State Street Financial Select Sector SPDR ETF position peaked at $12.4M in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Westwood Holdings Group's 13F filing for Q2 2025, filed 8 Aug 2025.