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

All Terrain Financial Advisors’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
2018 Q4	–	Sell	-2,500	Closed	-$69K	–	247
2018 Q3	$69K	Sell	2,500 -4,700	-65%	-$132K	0.03%	202
2018 Q2	$191K	Buy	7,200 +5,200	+260%	+$143K	0.09%	164
2018 Q1	$55K	Buy	+2,000	New	+$57.6K	0.03%	214

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

All Terrain Financial Advisors's XLF Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q1 2026, selling an estimated $5.16K and leaving 8,428 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #90.

All Terrain Financial Advisors first reported a position in XLF in Q4 2017 and has held it in 29 quarters since. The position peaked at $771K in Q1 2018. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

All Terrain Financial Advisors held 8,428 shares of State Street Financial Select Sector SPDR ETF worth $416K as of Q1 2026.
All Terrain Financial Advisors sold 99 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.16K.
State Street Financial Select Sector SPDR ETF made up 0.1% of All Terrain Financial Advisors's portfolio in Q1 2026, its #90 holding.
All Terrain Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
All Terrain Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $771K in Q1 2018.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.