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

Win 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	-44,255	Closed	-$2.38M	–	99
2025 Q3	$2.38M	Sell	44,255 -8,362	-16%	-$443K	1.16%	19
2025 Q2	$2.76M	Buy	+52,617	New	+$2.6M	1.33%	18
2024 Q2	–	Sell	-70,872	Closed	-$2.99M	–	80
2024 Q1	$2.99M	Buy	70,872 +25,284	+55%	+$998K	1.32%	21
2023 Q4	$1.71M	Buy	+45,588	New	+$1.58M	0.78%	26
2022 Q2	–	Sell	-29,297	Closed	-$1.12M	–	221
2022 Q1	$1.12M	Buy	+29,297	New	+$1.15M	0.29%	36

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

Win Advisors's XLF Position: Q4 2025 in Review

Win Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 44,255 shares — an estimated $2.38M sold.

Win Advisors first reported a position in XLF in Q1 2022 and held it in 5 quarters. The position peaked at $2.99M in Q1 2024. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Win Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 44,255 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $2.38M.
Win Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Win Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.99M in Q1 2024.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.