Bedell Frazier Investment Counselling’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bedell Frazier Investment Counselling’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	$3.52M	Buy	71,250 +341	+0.5%	+$17.8K	0.71%	45
2025 Q4	$3.88M	Buy	70,909 +305	+0.4%	+$16.3K	0.75%	45
2025 Q3	$3.8M	Buy	+70,604	New	+$3.74M	0.78%	39
2025 Q1	–	Sell	-196,493	Closed	-$9.5M	–	113
2024 Q4	$9.5M	Buy	+196,493	New	+$9.5M	2.35%	10
2018 Q4	–	Sell	-585,841	Closed	-$16.2M	–	60
2018 Q3	$16.2M	Buy	585,841 +297,395	+103%	+$8.32M	4.47%	3
2018 Q2	$7.67M	Buy	+288,446	New	+$7.96M	2.25%	22
2016 Q2	–	Sell	-301,082	Closed	-$5.95M	–	54
2016 Q1	$5.95M	Buy	+301,082	New	+$5.74M	3.07%	15
2013 Q3	–	Sell	-17,121	Closed	-$305K	–	59
2013 Q2	$305K	Buy	+17,121	New	+$287K	0.15%	52

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

Bedell Frazier Investment Counselling's XLF Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.48% in Q1 2026, buying an estimated $17.8K and bringing the position to 71,250 shares worth $3.52M. The position accounts for 0.71% of the portfolio, ranked #45.

Bedell Frazier Investment Counselling first reported a position in XLF in Q2 2013 and has held it in 8 quarters since. The position peaked at $16.2M in Q3 2018. 1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bedell Frazier Investment Counselling held 71,250 shares of State Street Financial Select Sector SPDR ETF worth $3.52M as of Q1 2026.
Bedell Frazier Investment Counselling bought 341 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $17.8K.
State Street Financial Select Sector SPDR ETF made up 0.71% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #45 holding.
Bedell Frazier Investment Counselling first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 8 quarters since.
Bedell Frazier Investment Counselling's State Street Financial Select Sector SPDR ETF position peaked at $16.2M in Q3 2018.
1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.