Cherry Tree Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cherry Tree Wealth Management’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	$86.2K	Buy	1,745 +1,624	+1,342%	+$84.6K	0.02%	224
2025 Q4	$6.63K	Hold	121	–	–	﹤0.01%	464
2025 Q3	$6.52K	Hold	121	–	–	﹤0.01%	448
2025 Q2	$6.34K	Hold	121	–	–	﹤0.01%	456
2025 Q1	$6.03K	Sell	121 -100	-45%	-$5.02K	﹤0.01%	505
2024 Q4	$10.7K	Hold	221	–	–	﹤0.01%	401
2024 Q3	$10K	Hold	221	–	–	﹤0.01%	414
2024 Q2	$9.09K	Hold	221	–	–	﹤0.01%	406
2024 Q1	$9.31K	Hold	221	–	–	﹤0.01%	384
2023 Q4	$8.31K	Sell	221 -1,000	-82%	-$34.6K	﹤0.01%	377
2023 Q3	$40.5K	Hold	1,221	–	–	0.01%	243
2023 Q2	$41.2K	Buy	+1,221	New	+$39.9K	0.01%	240

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's XLF Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1,342% in Q1 2026, buying an estimated $84.6K and bringing the position to 1,745 shares worth $86.2K. The position accounts for 0.02% of the portfolio, ranked #224.

Cherry Tree Wealth Management first reported a position in XLF in Q2 2023 and has held it in 12 quarters since. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cherry Tree Wealth Management held 1,745 shares of State Street Financial Select Sector SPDR ETF worth $86.2K as of Q1 2026.
Cherry Tree Wealth Management bought 1,624 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $84.6K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #224 holding.
Cherry Tree Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.