Analyst IMS Investment Management Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Analyst IMS Investment Management Services’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	$340K	Sell	6,895 -448	-6%	-$23.3K	0.01%	127
2025 Q4	$402K	Sell	7,343 -210	-3%	-$11.2K	0.01%	109
2025 Q3	$407K	Sell	7,553 -765	-9%	-$40.5K	0.01%	109
2025 Q2	$436K	Sell	8,318 -540	-6%	-$26.7K	0.01%	117
2025 Q1	$441K	Sell	8,858 -338	-4%	-$17K	0.02%	115
2024 Q4	$444K	Sell	9,196 -129	-1%	-$6.24K	0.02%	112
2024 Q3	$423K	Hold	9,325	–	–	0.02%	112
2024 Q2	$383K	Buy	9,325 +1,428	+18%	+$58.8K	0.02%	108
2024 Q1	$333K	Sell	7,897 -435	-5%	-$17.2K	0.01%	98
2023 Q4	$313K	Sell	8,332 -2,034	-20%	-$70.4K	0.02%	94
2023 Q3	$347K	Buy	10,366 +2,121	+26%	+$73.1K	0.02%	87
2023 Q2	$276K	Buy	8,245 +154	+2%	+$5.03K	0.02%	87
2023 Q1	$257K	Buy	8,091 +1,585	+24%	+$55.1K	0.02%	84
2022 Q4	$223K	Buy	+6,506	New	+$220K	0.02%	96
2022 Q3	–	Sell	-7,377	Closed	-$232K	–	105
2022 Q2	$232K	Sell	7,377 -3,585	-33%	-$124K	0.02%	99
2022 Q1	$420K	Buy	10,962 +1,175	+12%	+$45.9K	0.04%	87
2021 Q4	$383K	Sell	9,787 -398	-4%	-$15.6K	0.04%	91
2021 Q3	$382K	Buy	10,185 +773	+8%	+$28.9K	0.05%	91
2021 Q2	$345K	Buy	9,412 +300	+3%	+$11K	0.04%	92
2021 Q1	$310K	Buy	+9,112	New	+$293K	0.04%	90
2018 Q4	–	Sell	-5,305	Closed	-$148	–	168
2018 Q3	$148	Buy	+5,305	New	+$148K	0.02%	109
2015 Q2	–	Sell	-47,358	Closed	-$1M	–	108
2015 Q1	$1M	Sell	47,358 -15,232	-24%	-$322K	0.39%	60
2014 Q4	$1.36M	Buy	+62,590	New	+$1.31M	0.52%	53

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

Analyst IMS Investment Management Services's XLF Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q1 2026, selling an estimated $23.3K and leaving 6,895 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #127.

Analyst IMS Investment Management Services first reported a position in XLF in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.36M in Q4 2014. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Analyst IMS Investment Management Services held 6,895 shares of State Street Financial Select Sector SPDR ETF worth $340K as of Q1 2026.
Analyst IMS Investment Management Services sold 448 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $23.3K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #127 holding.
Analyst IMS Investment Management Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 23 quarters since.
Analyst IMS Investment Management Services's State Street Financial Select Sector SPDR ETF position peaked at $1.36M in Q4 2014.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.