AlTi Global’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AlTi Global’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	-4,401	Closed	-$241K	–	484
2025 Q4	$241K	Buy	+4,401	New	+$235K	0.01%	416
2024 Q2	–	Sell	-4,969	Closed	-$209K	–	405
2024 Q1	$209K	Sell	4,969 -4,602	-48%	-$182K	0.01%	364
2023 Q4	$360K	Buy	+9,571	New	+$331K	0.01%	274

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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

AlTi Global's XLF Position: Q1 2026 in Review

AlTi Global sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,401 shares — an estimated $241K sold.

AlTi Global first reported a position in XLF in Q4 2023 and held it in 3 quarters. The position peaked at $360K in Q4 2023. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

AlTi Global reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
AlTi Global sold 4,401 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $241K.
AlTi Global first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
AlTi Global's State Street Financial Select Sector SPDR ETF position peaked at $360K in Q4 2023.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.