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

Claro 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	$1.04M	Buy	20,973 +1,976	+10%	+$103K	0.12%	143
2025 Q4	$1.04M	Sell	18,997 -623	-3%	-$33.2K	0.14%	127
2025 Q3	$1.06M	Buy	19,620 +2,062	+12%	+$109K	0.15%	117
2025 Q2	$920K	Sell	17,558 -41,313	-70%	-$2.04M	0.15%	128
2025 Q1	$2.93M	Buy	58,871 +2,407	+4%	+$121K	0.39%	49
2024 Q4	$2.73M	Sell	56,464 -11,894	-17%	-$575K	0.37%	50
2024 Q3	$3.1M	Buy	68,358 +43,941	+180%	+$1.92M	0.4%	50
2024 Q2	$1M	Buy	24,417 +9,241	+61%	+$380K	0.16%	123
2024 Q1	$639K	Buy	15,176 +2,864	+23%	+$113K	0.11%	200
2023 Q4	$463K	Buy	12,312 +2,086	+20%	+$72.2K	0.1%	225
2023 Q3	$339K	Sell	10,226 -2,769	-21%	-$95.4K	0.08%	250
2023 Q2	$438K	Sell	12,995 -711	-5%	-$23.2K	0.11%	210
2023 Q1	$441K	Buy	13,706 +330	+2%	+$11.5K	0.13%	195
2022 Q4	$457K	Sell	13,376 -1,570	-11%	-$53.1K	0.15%	172
2022 Q3	$470K	Hold	14,946	–	–	0.19%	133
2022 Q2	$470K	Buy	14,946 +6,553	+78%	+$226K	0.19%	133
2022 Q1	$328K	Hold	8,393	–	–	0.12%	188
2021 Q4	$328K	Buy	8,393 +2,490	+42%	+$97.9K	0.12%	188
2021 Q3	$222K	Buy	+5,903	New	+$221K	0.09%	221
2019 Q1	–	Sell	-1,469	Closed	-$41K	–	952
2018 Q4	$41K	Buy	+1,469	New	+$38.2K	0.03%	374

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

Claro Advisors's XLF Position: Q1 2026 in Review

Claro Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q1 2026, buying an estimated $103K and bringing the position to 20,973 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #143.

Claro Advisors first reported a position in XLF in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.1M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Claro Advisors held 20,973 shares of State Street Financial Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Claro Advisors bought 1,976 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $103K.
State Street Financial Select Sector SPDR ETF made up 0.12% of Claro Advisors's portfolio in Q1 2026, its #143 holding.
Claro Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Claro Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.1M in Q3 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.