Allred Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Allred Capital Management’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	–	Sell	-4,573	Closed	-$251K	–	161
2025 Q4	$251K	Sell	4,573 -597	-12%	-$31.8K	0.09%	143
2025 Q3	$279K	Buy	5,170 +10	+0.2%	+$530	0.1%	146
2025 Q2	$270K	Buy	5,160 +8	+0.2%	+$396	0.1%	136
2025 Q1	$256K	Sell	5,152 -1,158	-18%	-$58.1K	0.1%	144
2024 Q4	$305K	Buy	6,310 +1,011	+19%	+$48.9K	0.12%	139
2024 Q3	$240K	Buy	5,299 +13	+0.2%	+$567	0.09%	151
2024 Q2	$217K	Buy	5,286 +314	+6%	+$12.9K	0.08%	164
2024 Q1	$209K	Buy	+4,972	New	+$196K	0.08%	165
2023 Q2	–	Sell	-6,707	Closed	-$215K	–	167
2023 Q1	$215K	Sell	6,707 -7,923	-54%	-$275K	0.11%	146
2022 Q4	$500K	Sell	14,630 -1,983	-12%	-$67.1K	0.27%	75
2022 Q3	$504K	Sell	16,613 -243	-1%	-$8.03K	0.31%	68
2022 Q2	$530K	Sell	16,856 -1,650	-9%	-$57K	0.33%	73
2022 Q1	$709K	Buy	18,506 +577	+3%	+$22.6K	0.37%	67
2021 Q4	$700K	Buy	17,929 +1,705	+11%	+$67K	0.34%	72
2021 Q3	$609K	Sell	16,224 -1	-0%	-$37	0.32%	80
2021 Q2	$595K	Buy	16,225 +1,168	+8%	+$42.7K	0.29%	85
2021 Q1	$513K	Sell	15,057 -149	-1%	-$4.79K	0.23%	96
2020 Q4	$447K	Buy	15,206 +346	+2%	+$9.26K	0.24%	103
2020 Q3	$357K	Sell	14,860 -185	-1%	-$4.5K	0.22%	110
2020 Q2	$347K	Buy	15,045 +1,321	+10%	+$30K	0.22%	100
2020 Q1	$286K	Buy	13,724 +5,910	+76%	+$163K	0.22%	104
2019 Q4	$240K	Sell	7,814 -8,172	-51%	-$240K	0.13%	132
2019 Q3	$438K	Sell	15,986 -3,223	-17%	-$89K	0.27%	96
2019 Q2	$535K	Sell	19,209 -1,342	-7%	-$36.3K	0.31%	90
2019 Q1	$541K	Buy	20,551 +3,155	+18%	+$81.4K	0.31%	93
2018 Q4	$414K	Buy	+17,396	New	+$452K	0.28%	102

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

Allred Capital Management's XLF Position: Q1 2026 in Review

Allred Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,573 shares — an estimated $251K sold.

Allred Capital Management first reported a position in XLF in Q4 2018 and held it in 26 quarters. The position peaked at $709K in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Allred Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Allred Capital Management sold 4,573 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $251K.
Allred Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 26 quarters.
Allred Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $709K 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 Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.