Axiom Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Axiom Investment 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	$854K	Buy	+17,295	New	+$901K	0.65%	43
2022 Q4	–	Sell	-1,231	Closed	-$37K	–	436
2022 Q3	$37K	Buy	+1,231	New	+$40.7K	0.07%	188
2021 Q4	–	Sell	-17,050	Closed	-$644K	–	156
2021 Q3	$644K	Buy	17,050 +450	+3%	+$16.8K	0.65%	40
2021 Q2	$609K	Buy	16,600 +15,900	+2,271%	+$582K	0.47%	55
2021 Q1	$24K	Buy	+700	New	+$22.5K	0.02%	171
2019 Q4	–	Sell	-700	Closed	-$20K	–	221
2019 Q3	$20K	Sell	700 -1,450	-67%	-$40K	0.02%	197
2019 Q2	$58K	Sell	2,150 -1,000	-32%	-$27.1K	0.01%	409
2019 Q1	$82K	Sell	3,150 -7,500	-70%	-$194K	0.02%	386
2018 Q4	$254K	Buy	+10,650	New	+$277K	0.05%	291

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

Axiom Investment Management's XLF Position: Q1 2026 in Review

Axiom Investment Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 17,295 shares worth $854K. The stake represents 0.65% of the portfolio and ranks #43 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in XLF as recently as Q3 2022.

Axiom Investment Management first reported a position in XLF in Q4 2018 and has held it in 9 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Axiom Investment Management held 17,295 shares of State Street Financial Select Sector SPDR ETF worth $854K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Axiom Investment Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.65% of Axiom Investment Management's portfolio in Q1 2026, its #43 holding.
Axiom Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 9 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.