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

Certuity’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 		$1.29M Sell
26,197
-955
-4% -$49.8K 0.08% 136
2025
Q4 		$1.49M Sell
27,152
-2,638
-9% -$141K 0.09% 131
2025
Q3 		$1.6M Buy
29,790
+11,229
+60% +$595K 0.11% 114
2025
Q2 		$972K Sell
18,561
-3,004
-14% -$149K 0.09% 121
2025
Q1 		$1.07M Buy
21,565
+15,445
+252% +$775K 0.11% 116
2024
Q4 		$296K Buy
6,120
+698
+13% +$33.8K 0.03% 263
2024
Q3 		$246K Sell
5,422
-5,006
-48% -$218K 0.03% 300
2024
Q2 		$429K Sell
10,428
-379
-4% -$15.6K 0.03% 200
2024
Q1 		$455K Buy
10,807
+1,485
+16% +$58.6K 0.04% 187
2023
Q4 		$350K Buy
9,322
+13
+0.1% +$450 0.04% 223
2023
Q3 		$309K Buy
9,309
+1,231
+15% +$42.4K 0.04% 191
2023
Q2 		$272K Buy
8,078
+1,311
+19% +$42.8K 0.03% 215
2023
Q1 		$218K Buy
6,767
+13
+0.2% +$452 0.03% 194
2022
Q4 		$231K Buy
6,754
+14
+0.2% +$474 0.04% 187
2022
Q3 		$205K Sell
6,740
-1,033
-13% -$34.1K 0.05% 181
2022
Q2 		$244K Sell
7,773
-7,702
-50% -$266K 0.06% 179
2022
Q1 		$593K Buy
15,475
+3,242
+27% +$127K 0.13% 117
2021
Q4 		$478K Buy
12,233
+275
+2% +$10.8K 0.1% 139
2021
Q3 		$449K Buy
+11,958
New +$447K 0.09% 176
2020
Q1 		– Sell
-16,934
Closed -$521K – 232
2019
Q4 		$521K Buy
+16,934
New +$497K 0.25% 70

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Certuity's XLF Position: Q1 2026 in Review

Certuity reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q1 2026, selling an estimated $49.8K and leaving 26,197 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #136.

Certuity first reported a position in XLF in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.6M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Certuity held 26,197 shares of State Street Financial Select Sector SPDR ETF worth $1.29M as of Q1 2026.
  • Certuity sold 955 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $49.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Certuity's portfolio in Q1 2026, its #136 holding.
  • Certuity first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
  • Certuity's State Street Financial Select Sector SPDR ETF position peaked at $1.6M in Q3 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.