Ballew Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ballew Advisors’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	-4,301	Closed	-$233K	–	125
2025 Q4	$233K	Sell	4,301 -197	-4%	-$10.5K	0.13%	108
2025 Q3	$239K	Sell	4,498 -25	-0.6%	-$1.32K	0.13%	111
2025 Q2	$241K	Buy	+4,523	New	+$224K	0.14%	104
2023 Q4	–	Sell	-10,275	Closed	-$335K	–	102
2023 Q3	$335K	Sell	10,275 -639	-6%	-$22K	0.28%	77
2023 Q2	$373K	Hold	10,914	–	–	0.27%	76
2023 Q1	$359K	Sell	10,914 -2,912	-21%	-$101K	0.26%	76
2022 Q4	$496K	Buy	13,826 +94	+0.7%	+$3.18K	0.38%	62
2022 Q3	$422K	Sell	13,732 -77	-0.6%	-$2.54K	0.38%	59
2022 Q2	$424K	Sell	13,809 -293	-2%	-$10.1K	0.39%	59
2022 Q1	$526K	Sell	14,102 -45	-0.3%	-$1.76K	0.4%	59
2021 Q4	$578K	Buy	14,147 +530	+4%	+$20.8K	0.4%	64
2021 Q3	$531K	Sell	13,617 -218	-2%	-$8.16K	0.39%	60
2021 Q2	$507K	Sell	13,835 -17,945	-56%	-$656K	0.35%	65
2021 Q1	$1.1M	Buy	31,780 +16,089	+103%	+$517K	0.4%	62
2020 Q4	$487K	Sell	15,691 -331	-2%	-$8.86K	0.38%	56
2020 Q3	$396K	Sell	16,022 -463	-3%	-$11.3K	0.34%	59
2020 Q2	$378K	Buy	16,485 +6,087	+59%	+$138K	0.37%	57
2020 Q1	$216K	Sell	10,398 -5,336	-34%	-$147K	0.24%	65
2019 Q4	$486K	Buy	15,734 +511	+3%	+$15K	0.42%	50
2019 Q3	$408K	Buy	15,223 +27	+0.2%	+$745	0.37%	58
2019 Q2	$428K	Sell	15,196 -45	-0.3%	-$1.22K	0.39%	55
2019 Q1	$425K	Sell	15,241 -63	-0.4%	-$1.63K	0.39%	53
2018 Q4	$393K	Buy	15,304 +1,964	+15%	+$51K	0.37%	54
2018 Q3	$337K	Buy	13,340 +620	+5%	+$17.3K	0.31%	57
2018 Q2	$338K	Buy	12,720 +2,378	+23%	+$65.6K	0.38%	57
2018 Q1	$285K	Buy	10,342 +333	+3%	+$9.59K	0.25%	75
2017 Q4	$279K	Buy	+10,009	New	+$269K	0.28%	77

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

Ballew Advisors's XLF Position: Q1 2026 in Review

Ballew Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,301 shares — an estimated $233K sold.

Ballew Advisors first reported a position in XLF in Q4 2017 and held it in 27 quarters. The position peaked at $1.1M in Q1 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Ballew Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Ballew Advisors sold 4,301 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $233K.
Ballew Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 27 quarters.
Ballew Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.1M in Q1 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Ballew Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.