BOK Financial Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BOK Financial Private Wealth’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	$19.7K	Sell	400 -482	-55%	-$25.1K	﹤0.01%	315
2025 Q4	$48.3K	Buy	882 +482	+121%	+$25.7K	﹤0.01%	287
2025 Q3	$21.5K	Hold	400	–	–	﹤0.01%	304
2025 Q2	$20.9K	Hold	400	–	–	﹤0.01%	317
2025 Q1	$19.9K	Sell	400 -32	-7%	-$1.6K	﹤0.01%	343
2024 Q4	$20.9K	Buy	432 +32	+8%	+$1.55K	﹤0.01%	323
2024 Q3	$18.1K	Sell	400 -1,000	-71%	-$43.6K	﹤0.01%	349
2024 Q2	$57.6K	Hold	1,400	–	–	﹤0.01%	244
2024 Q1	$59K	Hold	1,400	–	–	﹤0.01%	245
2023 Q4	$52.6K	Hold	1,400	–	–	﹤0.01%	240
2023 Q3	$46.4K	Sell	1,400 -2,040	-59%	-$70.3K	﹤0.01%	232
2023 Q2	$116K	Hold	3,440	–	–	0.01%	181
2023 Q1	$111K	Buy	3,440 +474	+16%	+$16.5K	0.01%	191
2022 Q4	$101K	Sell	2,966 -5,396	-65%	-$183K	0.01%	193
2022 Q3	$254K	Hold	8,362	–	–	0.02%	155
2022 Q2	$263K	Hold	8,362	–	–	0.02%	159
2022 Q1	$320K	Buy	+8,362	New	+$327K	0.02%	225
2019 Q1	–	Sell	-10,183	Closed	-$243K	–	133
2018 Q4	$243K	Hold	10,183	–	–	0.03%	109
2018 Q3	$281K	Hold	10,183	–	–	0.04%	79
2018 Q2	$271K	Hold	10,183	–	–	0.04%	80
2018 Q1	$281K	Sell	10,183 -1,420	-12%	-$40.9K	0.05%	87
2017 Q4	$324K	Hold	11,603	–	–	0.05%	80
2017 Q3	$300K	Buy	+11,603	New	+$290K	0.05%	86

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

BOK Financial Private Wealth's XLF Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 55% in Q1 2026, selling an estimated $25.1K and leaving 400 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

BOK Financial Private Wealth first reported a position in XLF in Q3 2017 and has held it in 23 quarters since. The position peaked at $324K in Q4 2017. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

BOK Financial Private Wealth held 400 shares of State Street Financial Select Sector SPDR ETF worth $19.7K as of Q1 2026.
BOK Financial Private Wealth sold 482 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.1K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #315 holding.
BOK Financial Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 23 quarters since.
BOK Financial Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $324K in Q4 2017.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.