Addison Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$245K Sell
4,955
-1,085
-18% -$56.5K 0.05% 196
2025
Q4
$331K Sell
6,040
-569
-9% -$30.3K 0.07% 160
2025
Q3
$356K Sell
6,609
-764
-10% -$40.5K 0.08% 160
2025
Q2
$386K Sell
7,373
-4
-0.1% -$198 0.1% 143
2025
Q1
$367K Sell
7,377
-97
-1% -$4.87K 0.1% 136
2024
Q4
$361K Sell
7,474
-195
-3% -$9.43K 0.1% 133
2024
Q3
$348K Sell
7,669
-1,180
-13% -$51.5K 0.1% 147
2024
Q2
$364K Sell
8,849
-160
-2% -$6.58K 0.12% 130
2024
Q1
$379K Sell
9,009
-600
-6% -$23.7K 0.13% 121
2023
Q4
$361K Sell
9,609
-762
-7% -$26.4K 0.14% 114
2023
Q3
$344K Sell
10,371
-2,003
-16% -$69K 0.16% 106
2023
Q2
$417K Buy
12,374
+469
+4% +$15.3K 0.21% 92
2023
Q1
$383K Sell
11,905
-320
-3% -$11.1K 0.21% 90
2022
Q4
$418K Sell
12,225
-3,375
-22% -$114K 0.25% 79
2022
Q3
$474K Sell
15,600
-310
-2% -$10.2K 0.29% 68
2022
Q2
$500K Buy
15,910
+125
+0.8% +$4.32K 0.3% 68
2022
Q1
$605K Buy
15,785
+8,298
+111% +$324K 0.33% 65
2021
Q4
$292K Buy
+7,487
New +$294K 0.18% 92
2020
Q4
$3K Buy
+110
New +$2.94K ﹤0.01% 351

Other funds holding XLF

Addison Advisors's XLF Position: Q1 2026 in Review

Addison Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q1 2026, selling an estimated $56.5K and leaving 4,955 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #196.

Addison Advisors first reported a position in XLF in Q4 2020 and has held it in 19 quarters since. The position peaked at $605K in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Addison Advisors held 4,955 shares of State Street Financial Select Sector SPDR ETF worth $245K as of Q1 2026.
  • Addison Advisors sold 1,085 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $56.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #196 holding.
  • Addison Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • Addison Advisors's State Street Financial Select Sector SPDR ETF position peaked at $605K in Q1 2022.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.