Bernard Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bernard 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	$26.9K	Hold	545	–	–	0.01%	164
2025 Q4	$29.9K	Hold	545	–	–	0.01%	157
2025 Q3	$29.4K	Hold	545	–	–	0.01%	158
2025 Q2	$28.5K	Sell	545 -500	-48%	-$24.7K	0.01%	159
2025 Q1	$52.1K	Hold	1,045	–	–	0.03%	118
2024 Q4	$50.5K	Buy	+1,045	New	+$50.5K	0.02%	123

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

Bernard Wealth Management's XLF Position: Q1 2026 in Review

Bernard Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 545 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #164.

Bernard Wealth Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.1K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bernard Wealth Management held 545 shares of State Street Financial Select Sector SPDR ETF worth $26.9K as of Q1 2026.
Bernard Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #164 holding.
Bernard Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $52.1K in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.