1900 Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

1900 Wealth 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
2026 Q2	$271K	Buy	+5,048	New	+$262K	0.02%	263
2023 Q4	–	Sell	-6,479	Closed	-$215K	–	313
2023 Q3	$215K	Sell	6,479 -564	-8%	-$19.4K	0.02%	278
2023 Q2	$237K	Sell	7,043 -1,565	-18%	-$51.1K	0.02%	222
2023 Q1	$294K	Hold	8,608	–	–	0.03%	200
2022 Q4	$294K	Sell	8,608 -300	-3%	-$10.1K	0.03%	196
2022 Q3	$270K	Buy	8,908 +300	+3%	+$9.92K	0.03%	195
2022 Q2	$271K	Hold	8,608	–	–	0.03%	200
2022 Q1	$330K	Sell	8,608 -560	-6%	-$21.9K	0.03%	198
2021 Q4	$358K	Sell	9,168 -500	-5%	-$19.7K	0.03%	190
2021 Q3	$363K	Hold	9,668	–	–	0.04%	178
2021 Q2	$355K	Buy	9,668 +3,752	+63%	+$137K	0.03%	173
2021 Q1	$201K	Buy	+5,916	New	+$190K	0.02%	170

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1900 Wealth Management's XLF Position: Q2 2026 in Review

1900 Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 5,048 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in XLF as recently as Q3 2023.

1900 Wealth Management first reported a position in XLF in Q1 2021 and has held it in 12 quarters since. The position peaked at $363K in Q3 2021. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

1900 Wealth Management held 5,048 shares of State Street Financial Select Sector SPDR ETF worth $271K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new 1900 Wealth Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #263 holding.
1900 Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 12 quarters since.
1900 Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $363K in Q3 2021.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.