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

Bridgewater 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	$479K	Buy	9,385 +5,487	+141%	+$286K	0.03%	261
2025 Q4	$208K	Hold	3,898	–	–	0.01%	434
2025 Q3	$204K	Sell	3,898 -23	-0.6%	-$1.22K	0.01%	430
2025 Q2	$207K	Buy	+3,921	New	+$194K	0.02%	422
2022 Q3	–	Sell	-16,629	Closed	-$523K	–	231
2022 Q2	$523K	Buy	16,629 +524	+3%	+$18.1K	0.11%	132
2022 Q1	$617K	Buy	16,105 +2,724	+20%	+$106K	0.15%	123
2021 Q4	$523K	Buy	13,381 +4,554	+52%	+$179K	0.12%	145
2021 Q3	$331K	Buy	+8,827	New	+$330K	0.09%	173

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

Bridgewater Advisors's XLF Position: Q1 2026 in Review

Bridgewater Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 141% in Q1 2026, buying an estimated $286K and bringing the position to 9,385 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #261.

Bridgewater Advisors first reported a position in XLF in Q3 2021 and has held it in 8 quarters since. The position peaked at $617K in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bridgewater Advisors held 9,385 shares of State Street Financial Select Sector SPDR ETF worth $479K as of Q1 2026.
Bridgewater Advisors bought 5,487 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $286K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #261 holding.
Bridgewater Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 8 quarters since.
Bridgewater Advisors's State Street Financial Select Sector SPDR ETF position peaked at $617K 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 Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.