Bartlett & Co Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bartlett & Co Wealth 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	$115K	Buy	2,222 +882	+66%	+$46K	﹤0.01%	548
2025 Q4	$73.4K	Sell	1,340 -700	-34%	-$37.3K	﹤0.01%	603
2025 Q3	$110K	Sell	2,040 -1,580	-44%	-$83.7K	﹤0.01%	543
2025 Q2	$190K	Buy	3,620 +605	+20%	+$29.9K	﹤0.01%	452
2025 Q1	$150K	Hold	3,015	–	–	﹤0.01%	482
2024 Q4	$146K	Sell	3,015 -490	-14%	-$23.7K	﹤0.01%	489
2024 Q3	$159K	Sell	3,505 -100	-3%	-$4.36K	﹤0.01%	480
2024 Q2	$148K	Sell	3,605 -495	-12%	-$20.4K	﹤0.01%	479
2024 Q1	$173K	Sell	4,100 -490	-11%	-$19.3K	﹤0.01%	473
2023 Q4	$173K	Sell	4,590 -3,158	-41%	-$109K	﹤0.01%	489
2023 Q3	$257K	Sell	7,748 -1,596	-17%	-$55K	﹤0.01%	417
2023 Q2	$315K	Sell	9,344 -1,626	-15%	-$53.1K	0.01%	398
2023 Q1	$352K	Sell	10,970 -3,944	-26%	-$137K	0.01%	321
2022 Q4	$510K	Buy	14,914 +260	+2%	+$8.79K	0.01%	288
2022 Q3	$445K	Sell	14,654 -10,753	-42%	-$355K	0.01%	295
2022 Q2	$799K	Buy	25,407 +13,715	+117%	+$474K	0.02%	236
2022 Q1	$448K	Buy	11,692 +1,907	+19%	+$74.5K	0.01%	306
2021 Q4	$382K	Hold	9,785	–	–	0.01%	328
2021 Q3	$367K	Hold	9,785	–	–	0.01%	286
2021 Q2	$359K	Sell	9,785 -100	-1%	-$3.66K	0.01%	284
2021 Q1	$337K	Hold	9,885	–	–	0.01%	287
2020 Q4	$291K	Sell	9,885 -1,200	-11%	-$32.1K	0.01%	299
2020 Q3	$267K	Sell	11,085 -1,700	-13%	-$41.3K	0.01%	285
2020 Q2	$296K	Buy	12,785 +7,560	+145%	+$172K	0.01%	279
2020 Q1	$109K	Sell	5,225 -24,250	-82%	-$668K	﹤0.01%	358
2019 Q4	$907K	Hold	29,475	–	–	0.02%	217
2019 Q3	$825K	Sell	29,475 -1,407	-5%	-$38.8K	0.02%	217
2019 Q2	$852K	Buy	30,882 +2,557	+9%	+$69.3K	0.03%	177
2019 Q1	$728K	Sell	28,325 -81,225	-74%	-$2.1M	0.03%	185
2018 Q4	$2.61M	Buy	109,550 +108,750	+13,594%	+$2.82M	0.11%	113
2018 Q3	$22.1K	Hold	800	–	–	﹤0.01%	535
2018 Q2	$21.3K	Hold	800	–	–	﹤0.01%	521
2018 Q1	$22.1K	Buy	+800	New	+$23K	﹤0.01%	531

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

Bartlett & Co Wealth Management's XLF Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 66% in Q1 2026, buying an estimated $46K and bringing the position to 2,222 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Bartlett & Co Wealth Management first reported a position in XLF in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.61M in Q4 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bartlett & Co Wealth Management held 2,222 shares of State Street Financial Select Sector SPDR ETF worth $115K as of Q1 2026.
Bartlett & Co Wealth Management bought 882 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $46K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #548 holding.
Bartlett & Co Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.61M in Q4 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.