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

Bluesphere 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	$1.07M	Buy	21,613 +5,677	+36%	+$296K	0.38%	37
2025 Q4	$873K	Buy	15,936 +2,711	+20%	+$144K	0.39%	41
2025 Q3	$712K	Buy	13,225 +1,445	+12%	+$76.6K	0.33%	43
2025 Q2	$617K	Buy	11,780 +2,061	+21%	+$102K	0.31%	41
2025 Q1	$484K	Buy	9,719 +4,511	+87%	+$226K	0.28%	45
2024 Q4	$252K	Buy	+5,208	New	+$252K	0.12%	91
2023 Q1	–	Sell	-139,015	Closed	-$4.75M	–	85
2022 Q4	$4.75M	Sell	139,015 -1,782	-1%	-$60.3K	4.22%	3
2022 Q3	$4.28M	Sell	140,797 -554	-0.4%	-$18.3K	4.27%	5
2022 Q2	$4.45M	Sell	141,351 -7,977	-5%	-$276K	4.32%	5
2022 Q1	$5.72M	Buy	149,328 +8,422	+6%	+$329K	4.84%	5
2021 Q4	$5.5M	Buy	140,906 +3,703	+3%	+$146K	4.57%	6
2021 Q3	$5.15M	Sell	137,203 -1,380	-1%	-$51.6K	4.94%	4
2021 Q2	$5.08M	Buy	138,583 +6,306	+5%	+$231K	4.5%	5
2021 Q1	$4.5M	Buy	132,277 +14,876	+13%	+$478K	4.07%	6
2020 Q4	$3.46M	Buy	+117,401	New	+$3.14M	3.71%	8

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

Bluesphere Advisors's XLF Position: Q1 2026 in Review

Bluesphere Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q1 2026, buying an estimated $296K and bringing the position to 21,613 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #37.

Bluesphere Advisors first reported a position in XLF in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.72M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bluesphere Advisors held 21,613 shares of State Street Financial Select Sector SPDR ETF worth $1.07M as of Q1 2026.
Bluesphere Advisors bought 5,677 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $296K.
State Street Financial Select Sector SPDR ETF made up 0.38% of Bluesphere Advisors's portfolio in Q1 2026, its #37 holding.
Bluesphere Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
Bluesphere Advisors's State Street Financial Select Sector SPDR ETF position peaked at $5.72M in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.