Allie Family Office’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Allie Family Office’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	$1.22M	Buy	24,792 +2,444	+11%	+$127K	0.54%	31
2025 Q4	$1.22M	Sell	22,348 -140	-0.6%	-$7.46K	0.57%	28
2025 Q3	$1.21M	Sell	22,488 -210	-0.9%	-$11.1K	0.57%	27
2025 Q2	$1.19M	Sell	22,698 -40	-0.2%	-$1.98K	0.59%	26
2025 Q1	$1.13M	Sell	22,738 -707	-3%	-$35.5K	0.62%	26
2024 Q4	$1.13M	Sell	23,445 -1,410	-6%	-$68.2K	0.63%	25
2024 Q3	$1.13M	Sell	24,855 -850	-3%	-$37.1K	0.61%	26
2024 Q2	$1.06M	Buy	25,705 +11,220	+77%	+$462K	0.64%	27
2024 Q1	$610K	Sell	14,485 -1,080	-7%	-$42.6K	0.36%	40
2023 Q4	$585K	Sell	15,565 -500	-3%	-$17.3K	0.4%	36
2023 Q3	$533K	Sell	16,065 -670	-4%	-$23.1K	0.43%	31
2023 Q2	$564K	Buy	16,735 +360	+2%	+$11.7K	0.4%	34
2023 Q1	$526K	Buy	16,375 +3,326	+25%	+$116K	0.39%	38
2022 Q4	$446K	Sell	13,049 -8,385	-39%	-$284K	0.37%	46
2022 Q3	$654K	Sell	21,434 -726	-3%	-$24K	0.56%	28
2022 Q2	$689K	Sell	22,160 -11,080	-33%	-$383K	0.56%	29
2022 Q1	$1.27M	Sell	33,240 -14,861	-31%	-$581K	0.97%	23
2021 Q4	$1.87M	Buy	+48,101	New	+$1.89M	1.47%	15

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

Allie Family Office's XLF Position: Q1 2026 in Review

Allie Family Office increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q1 2026, buying an estimated $127K and bringing the position to 24,792 shares worth $1.22M. The position accounts for 0.54% of the portfolio, ranked #31.

Allie Family Office first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.87M in Q4 2021. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Allie Family Office held 24,792 shares of State Street Financial Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Allie Family Office bought 2,444 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $127K.
State Street Financial Select Sector SPDR ETF made up 0.54% of Allie Family Office's portfolio in Q1 2026, its #31 holding.
Allie Family Office first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's State Street Financial Select Sector SPDR ETF position peaked at $1.87M in Q4 2021.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.