1ST Source Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

1ST Source Bank’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 Q1	$441K	Buy	8,935 +2,680	+43%	+$140K	0.02%	215
2025 Q4	$343K	Buy	6,255 +1,620	+35%	+$86.3K	0.02%	228
2025 Q3	$250K	Hold	4,635	–	–	0.01%	251
2025 Q2	$243K	Buy	4,635 +314	+7%	+$15.5K	0.01%	248
2025 Q1	$215K	Hold	4,321	–	–	0.01%	253
2024 Q4	$209K	Buy	+4,321	New	+$209K	0.01%	252
2015 Q1	–	Sell	-11,319	Closed	-$246K	–	239
2014 Q4	$246K	Buy	11,319 +1,140	+11%	+$23.9K	0.03%	195
2014 Q3	$207K	Sell	10,179 -1,823	-15%	-$36.8K	0.03%	209
2014 Q2	$239K	Buy	+12,002	New	+$234K	0.03%	197

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1ST Source Bank's XLF Position: Q1 2026 in Review

1ST Source Bank increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 43% in Q1 2026, buying an estimated $140K and bringing the position to 8,935 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #215.

1ST Source Bank first reported a position in XLF in Q2 2014 and has held it in 9 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

1ST Source Bank held 8,935 shares of State Street Financial Select Sector SPDR ETF worth $441K as of Q1 2026.
1ST Source Bank bought 2,680 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $140K.
State Street Financial Select Sector SPDR ETF made up 0.02% of 1ST Source Bank's portfolio in Q1 2026, its #215 holding.
1ST Source Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and has held it in 9 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.