Bank Julius Baer & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bank Julius Baer & Co’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	$961K	Sell	19,468 -80	-0.4%	-$4.17K	﹤0.01%	383
2025 Q4	$1.07M	Buy	19,548 +13,657	+232%	+$728K	﹤0.01%	368
2025 Q3	$317K	Buy	5,891 +38	+0.6%	+$2.01K	﹤0.01%	454
2025 Q2	$307K	Sell	5,853 -2,110	-26%	-$104K	﹤0.01%	420
2025 Q1	$397K	Sell	7,963 -958	-11%	-$48.1K	﹤0.01%	387
2024 Q4	$476K	Buy	8,921 +3,733	+72%	+$181K	﹤0.01%	360
2024 Q3	$279K	Sell	5,188 -338	-6%	-$14.7K	﹤0.01%	375
2024 Q2	$253K	Sell	5,526 -624	-10%	-$25.7K	﹤0.01%	333
2024 Q1	$259K	Hold	6,150	–	–	﹤0.01%	377
2023 Q4	$231K	Sell	6,150 -76	-1%	-$2.63K	﹤0.01%	392
2023 Q3	$207K	Buy	+6,226	New	+$215K	﹤0.01%	384
2023 Q2	–	Sell	-6,528	Closed	-$210K	–	612
2023 Q1	$210K	Sell	6,528 -465	-7%	-$16.2K	﹤0.01%	432
2022 Q4	$239K	Buy	6,993 +2,588	+59%	+$87.5K	﹤0.01%	406
2022 Q3	$134K	Sell	4,405 -352	-7%	-$11.6K	﹤0.01%	435
2022 Q2	$150K	Buy	4,757 +218	+5%	+$7.53K	﹤0.01%	444
2022 Q1	$174K	Sell	4,539 -44,167	-91%	-$1.73M	﹤0.01%	432
2021 Q4	$1.9M	Buy	48,706 +10,825	+29%	+$425K	0.01%	280
2021 Q3	$1.42M	Sell	37,881 -4,992	-12%	-$187K	0.01%	286
2021 Q2	$1.57M	Buy	42,873 +214	+0.5%	+$7.83K	0.01%	308
2021 Q1	$1.45M	Sell	42,659 -4,152	-9%	-$133K	0.01%	297
2020 Q4	$1.38M	Buy	46,811 +5,859	+14%	+$157K	0.01%	304
2020 Q3	$986K	Buy	40,952 +14,645	+56%	+$356K	0.01%	297
2020 Q2	$609K	Sell	26,307 -13,239	-33%	-$301K	0.01%	333
2020 Q1	$823K	Buy	+39,546	New	+$1.09M	0.02%	251

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

Bank Julius Baer & Co's XLF Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.41% in Q1 2026, selling an estimated $4.17K and leaving 19,468 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Bank Julius Baer & Co first reported a position in XLF in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.9M in Q4 2021. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bank Julius Baer & Co held 19,468 shares of State Street Financial Select Sector SPDR ETF worth $961K as of Q1 2026.
Bank Julius Baer & Co sold 80 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.17K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #383 holding.
Bank Julius Baer & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
Bank Julius Baer & Co's State Street Financial Select Sector SPDR ETF position peaked at $1.9M in Q4 2021.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.