Carson Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Carson Advisory’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	-3,922	Closed	-$215K	–	194
2025 Q4	$215K	Buy	3,922 +201	+5%	+$10.7K	0.11%	174
2025 Q3	$200K	Buy	+3,721	New	+$197K	0.11%	169

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

Carson Advisory's XLF Position: Q1 2026 in Review

Carson Advisory sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,922 shares — an estimated $215K sold.

Carson Advisory first reported a position in XLF in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Carson Advisory reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Carson Advisory sold 3,922 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $215K.
Carson Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Carson Advisory's State Street Financial Select Sector SPDR ETF position peaked at $215K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.