Clune & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clune & Associates’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	-3,926	Closed	-$215K	–	180
2025 Q4	$215K	Buy	3,926 +6	+0.2%	+$320	0.05%	157
2025 Q3	$211K	Buy	3,920 +6	+0.2%	+$318	0.05%	152
2025 Q2	$205K	Buy	+3,914	New	+$194K	0.06%	150

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 22.9% 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

Clune & Associates's XLF Position: Q1 2026 in Review

Clune & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,926 shares — an estimated $215K sold.

Clune & Associates first reported a position in XLF in Q2 2025 and held it in 3 quarters. The position peaked at $215K in Q4 2025. 1,854 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Clune & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Clune & Associates sold 3,926 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $215K.
Clune & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Clune & Associates's State Street Financial Select Sector SPDR ETF position peaked at $215K in Q4 2025.
1,854 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.