Advisor OS’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advisor OS’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	$478K	Buy	9,678 +5,196	+116%	+$271K	0.03%	310
2025 Q4	$245K	Sell	4,482 -36,964	-89%	-$1.97M	0.02%	422
2025 Q3	$2.23M	Buy	41,446 +1,728	+4%	+$91.6K	0.19%	75
2025 Q2	$2.08M	Sell	39,718 -2,591	-6%	-$128K	0.2%	69
2025 Q1	$2.11M	Buy	42,309 +6,827	+19%	+$342K	0.24%	62
2024 Q4	$1.71M	Sell	35,482 -111,911	-76%	-$5.41M	0.2%	78
2024 Q3	$6.68M	Buy	147,393 +24,391	+20%	+$1.06M	0.67%	30
2024 Q2	$5.06M	Buy	+123,002	New	+$5.06M	0.55%	35
2023 Q2	–	Sell	-90,447	Closed	-$2.91M	–	308
2023 Q1	$2.91M	Buy	+90,447	New	+$3.14M	0.7%	30
2022 Q1	–	Sell	-15,174	Closed	-$593K	–	253
2021 Q4	$593K	Buy	15,174 +8,466	+126%	+$333K	0.12%	152
2021 Q3	$252K	Buy	+6,708	New	+$251K	0.05%	206

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

Advisor OS's XLF Position: Q1 2026 in Review

Advisor OS increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 116% in Q1 2026, buying an estimated $271K and bringing the position to 9,678 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #310.

Advisor OS first reported a position in XLF in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.68M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Advisor OS held 9,678 shares of State Street Financial Select Sector SPDR ETF worth $478K as of Q1 2026.
Advisor OS bought 5,196 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $271K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #310 holding.
Advisor OS first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 11 quarters since.
Advisor OS's State Street Financial Select Sector SPDR ETF position peaked at $6.68M in Q3 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.