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Accredited Investor Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Accredited Investor Services’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 		$936K Buy
18,952
+2,302
+14% +$120K 0.6% 16
2025
Q4 		$912K Hold
16,650
– – 0.6% 17
2025
Q3 		$897K Sell
16,650
-257
-2% -$13.6K 0.62% 17
2025
Q2 		$885K Buy
16,907
+200
+1% +$9.9K 0.67% 17
2025
Q1 		$832K Buy
16,707
+470
+3% +$23.6K 0.7% 16
2024
Q4 		$785K Buy
+16,237
New +$785K 0.63% 19

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accredited Investor Services's XLF Position: Q1 2026 in Review

Accredited Investor Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q1 2026, buying an estimated $120K and bringing the position to 18,952 shares worth $936K. The position accounts for 0.6% of the portfolio, ranked #16.

Accredited Investor Services first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Accredited Investor Services held 18,952 shares of State Street Financial Select Sector SPDR ETF worth $936K as of Q1 2026.
  • Accredited Investor Services bought 2,302 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $120K.
  • State Street Financial Select Sector SPDR ETF made up 0.6% of Accredited Investor Services's portfolio in Q1 2026, its #16 holding.
  • Accredited Investor Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.