ZI
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ZEGA Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

ZEGA Investments’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
-5,828
Closed -$290K – 161
2025
Q1 		$290K Sell
5,828
-24,564
-81% -$1.23M 0.04% 112
2024
Q4 		$1.55M Buy
+30,392
New +$1.47M 0.39% 38

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

ZEGA Investments's XLF Position: Q2 2025 in Review

ZEGA Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 5,828 shares — an estimated $290K sold.

ZEGA Investments first reported a position in XLF in Q4 2024 and held it in 2 quarters. The position peaked at $1.55M in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • ZEGA Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • ZEGA Investments sold 5,828 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $290K.
  • ZEGA Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • ZEGA Investments's State Street Financial Select Sector SPDR ETF position peaked at $1.55M in Q4 2024.
  • 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on ZEGA Investments's 13F filing for Q2 2025, filed 6 Aug 2025.