Burk Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Burk Holdings’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	$20K	Buy	+405	New	+$21.1K	0.01%	201

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

Burk Holdings's XLF Position: Q1 2026 in Review

Burk Holdings opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 405 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings.

1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Burk Holdings held 405 shares of State Street Financial Select Sector SPDR ETF worth $20K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Burk Holdings position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #201 holding.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.