XLF — SELECT SECTOR SPDR TR

Ownership history in Strategic Financial Partners, Ltd.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Strategic Financial Partners, Ltd. reported a position in SELECT SECTOR SPDR TR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.74% (2025 Q3)
Avg. % of fund
1.61%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 70,701 +413 +0.6% 1.74% $3.8M $53.68
2025 Q2 ADDED 70,288 +16,962 +31.8% 1.71% $3.7M $52.02
2025 Q1 REDUCED 53,326 -18,109 -25.4% 1.40% $2.7M $49.30
2024 Q3 ADDED 71,435 +2,670 +3.9% 1.65% $3.2M $44.51
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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