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

Cardiff Park 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	$96.5K	Buy	+1,955	New	+$102K	0.01%	316
2022 Q2	–	Sell	-5,000	Closed	-$192K	–	340
2022 Q1	$192K	Hold	5,000	–	–	0.03%	233
2021 Q4	$195K	Buy	+5,000	New	+$197K	0.03%	240

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

Cardiff Park Advisors's XLF Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 1,955 shares worth $96.5K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in XLF as recently as Q1 2022.

Cardiff Park Advisors first reported a position in XLF in Q4 2021 and has held it in 3 quarters since. The position peaked at $195K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cardiff Park Advisors held 1,955 shares of State Street Financial Select Sector SPDR ETF worth $96.5K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Cardiff Park Advisors position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #316 holding.
Cardiff Park Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
Cardiff Park Advisors's State Street Financial Select Sector SPDR ETF position peaked at $195K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.