WFA Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WFA Asset 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 Q3	$45.7K	Buy	1,008 +3	+0.3%	+$159	0.02%	107
2025 Q2	$41.3K	Buy	1,005 +4	+0.4%	+$198	0.02%	104
2025 Q1	$42.1K	Sell	1,001 -11	-1%	-$552	0.02%	108
2024 Q4	$48.9K	Buy	1,012 +4	+0.4%	+$193	0.03%	114
2024 Q3	$45.7K	Buy	1,008 +3	+0.3%	+$131	0.02%	108
2024 Q2	$41.3K	Buy	1,005 +4	+0.4%	+$165	0.02%	105
2024 Q1	$42.1K	Buy	1,001 +4	+0.4%	+$158	0.02%	109
2023 Q4	$37.5K	Buy	997 +5	+0.5%	+$173	0.02%	107
2023 Q3	$32.9K	Buy	992 +4	+0.4%	+$138	0.02%	117
2023 Q2	$33.3K	Buy	988 +5	+0.5%	+$163	0.02%	118
2023 Q1	$31.6K	Buy	983 +5	+0.5%	+$174	0.02%	121
2022 Q4	$33.5K	Buy	978 +6	+0.6%	+$203	0.02%	107
2022 Q3	$29.5K	Buy	972 +5	+0.5%	+$165	0.02%	108
2022 Q2	$30.4K	Buy	967 +504	+109%	+$17.4K	0.02%	107
2022 Q1	$17.7K	Buy	+463	New	+$18.1K	0.01%	131

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WFA Asset Management's XLF Position: Q3 2025 in Review

WFA Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.3% in Q3 2025, buying an estimated $159 and bringing the position to 1,008 shares worth $45.7K. The position accounts for 0.02% of the portfolio, ranked #107.

WFA Asset Management first reported a position in XLF in Q1 2022 and has held it in 15 quarters since. The position peaked at $48.9K in Q4 2024. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

WFA Asset Management held 1,008 shares of State Street Financial Select Sector SPDR ETF worth $45.7K as of Q3 2025.
WFA Asset Management bought 3 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $159.
State Street Financial Select Sector SPDR ETF made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #107 holding.
WFA Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
WFA Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $48.9K in Q4 2024.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.