Clark Financial Services Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clark Financial Services Group’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	-56,846	Closed	-$3.19M	–	128
2025 Q4	$3.19M	Sell	56,846 -3,013	-5%	-$161K	1.7%	15
2025 Q3	$3.22M	Sell	59,859 -93	-0.2%	-$4.93K	1.71%	15
2025 Q2	$3.14M	Buy	59,952 +30,838	+106%	+$1.53M	1.93%	15
2025 Q1	$1.45M	Sell	29,114 -243	-0.8%	-$12.2K	1%	18
2024 Q4	$1.42M	Buy	+29,357	New	+$1.42M	1.09%	16
2022 Q4	–	Sell	-38,408	Closed	-$1.17M	–	66
2022 Q3	$1.17M	Buy	+38,408	New	+$1.27M	1.23%	15
2022 Q1	$1.47M	Sell	38,311 -79	-0.2%	-$3.09K	1.08%	16
2021 Q4	$1.5M	Buy	+38,390	New	+$1.51M	1.01%	20
2021 Q3	–	Sell	-44,417	Closed	-$1.63M	–	66
2021 Q2	$1.63M	Buy	44,417 +785	+2%	+$28.7K	1.28%	20
2021 Q1	$1.49M	Buy	+43,632	New	+$1.4M	1.26%	21
2020 Q2	$1.18M	Buy	+37,394	New	+$849K	1.82%	11

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

Clark Financial Services Group's XLF Position: Q1 2026 in Review

Clark Financial Services Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 56,846 shares — an estimated $3.19M sold.

Clark Financial Services Group first reported a position in XLF in Q2 2020 and held it in 11 quarters. The position peaked at $3.22M in Q3 2025. 1,845 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Clark Financial Services Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Clark Financial Services Group sold 56,846 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.19M.
Clark Financial Services Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 11 quarters.
Clark Financial Services Group's State Street Financial Select Sector SPDR ETF position peaked at $3.22M in Q3 2025.
1,845 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.