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

Brown Miller 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	–	Sell	-9,458	Closed	-$518K	–	205
2025 Q4	$518K	Hold	9,458	–	–	0.14%	106
2025 Q3	$510K	Hold	9,458	–	–	0.14%	114
2025 Q2	$495K	Hold	9,458	–	–	0.15%	106
2025 Q1	$471K	Buy	+9,458	New	+$474K	0.16%	107
2024 Q4	–	Sell	-5,801	Closed	-$263K	–	133
2024 Q3	$263K	Sell	5,801 -3,710	-39%	-$162K	0.1%	107
2024 Q2	$391K	Buy	+9,511	New	+$391K	0.16%	88
2022 Q3	–	Sell	-11,409	Closed	-$358K	–	125
2022 Q2	$358K	Sell	11,409 -10,159	-47%	-$351K	0.24%	79
2022 Q1	$826K	Buy	21,568 +8,777	+69%	+$343K	0.48%	53
2021 Q4	$499K	Sell	12,791 -1,388	-10%	-$54.6K	0.29%	66
2021 Q3	$532K	Hold	14,179	–	–	0.33%	61
2021 Q2	$520K	Buy	14,179 +469	+3%	+$17.2K	0.33%	63
2021 Q1	$467K	Buy	+13,710	New	+$440K	0.33%	66

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

Brown Miller Wealth Management's XLF Position: Q1 2026 in Review

Brown Miller Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 9,458 shares — an estimated $518K sold.

Brown Miller Wealth Management first reported a position in XLF in Q1 2021 and held it in 12 quarters. The position peaked at $826K in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Brown Miller Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Brown Miller Wealth Management sold 9,458 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $518K.
Brown Miller Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
Brown Miller Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $826K 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 Brown Miller Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.