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Williams & Novak’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Williams & Novak’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
-5,093
Closed -$274K – 159
2025
Q3 		$274K Buy
5,093
+1,269
+33% +$67.2K 0.21% 93
2025
Q2 		$200K Buy
+3,824
New +$189K 0.17% 104

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Williams & Novak's XLF Position: Q4 2025 in Review

Williams & Novak sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 5,093 shares — an estimated $274K sold.

Williams & Novak first reported a position in XLF in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q3 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Williams & Novak reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 5,093 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $274K.
  • Williams & Novak first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Williams & Novak's State Street Financial Select Sector SPDR ETF position peaked at $274K in Q3 2025.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.