Bruce G. Allen Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bruce G. Allen Investments’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	$3.8K	Hold	77	–	–	﹤0.01%	609
2025 Q4	$4.22K	Buy	+77	New	+$4.1K	﹤0.01%	584
2024 Q1	–	Sell	-1,066	Closed	-$40.1K	–	1041
2023 Q4	$40.1K	Buy	+1,066	New	+$36.9K	0.04%	271

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

Bruce G. Allen Investments's XLF Position: Q1 2026 in Review

Bruce G. Allen Investments held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 77 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Bruce G. Allen Investments first reported a position in XLF in Q4 2023 and has held it in 3 quarters since. The position peaked at $40.1K in Q4 2023. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bruce G. Allen Investments held 77 shares of State Street Financial Select Sector SPDR ETF worth $3.8K as of Q1 2026.
Bruce G. Allen Investments 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 Bruce G. Allen Investments's portfolio in Q1 2026, its #609 holding.
Bruce G. Allen Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
Bruce G. Allen Investments's State Street Financial Select Sector SPDR ETF position peaked at $40.1K in Q4 2023.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.