Byrne Financial Freedom’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Byrne Financial Freedom’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	$941K	Buy	19,052 +4	+0%	+$208	0.45%	41
2025 Q4	$1.04M	Sell	19,048 -631	-3%	-$33.6K	0.48%	43
2025 Q3	$1.06M	Sell	19,679 -978	-5%	-$51.8K	0.53%	40
2025 Q2	$1.08M	Sell	20,657 -432	-2%	-$21.4K	0.54%	37
2025 Q1	$1.05M	Buy	21,089 +203	+1%	+$10.2K	0.6%	37
2024 Q4	$1.01M	Buy	+20,886	New	+$1.01M	0.45%	45

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

Byrne Financial Freedom's XLF Position: Q1 2026 in Review

Byrne Financial Freedom increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.02% in Q1 2026, buying an estimated $208 and bringing the position to 19,052 shares worth $941K. The position accounts for 0.45% of the portfolio, ranked #41.

Byrne Financial Freedom first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Byrne Financial Freedom held 19,052 shares of State Street Financial Select Sector SPDR ETF worth $941K as of Q1 2026.
Byrne Financial Freedom bought 4 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $208.
State Street Financial Select Sector SPDR ETF made up 0.45% of Byrne Financial Freedom's portfolio in Q1 2026, its #41 holding.
Byrne Financial Freedom first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's State Street Financial Select Sector SPDR ETF position peaked at $1.08M in Q2 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.