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

Colonial Trust 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	$150K	Hold	3,035	–	–	0.01%	225
2025 Q4	$166K	Buy	3,035 +1,197	+65%	+$63.8K	0.01%	210
2025 Q3	$99K	Sell	1,838 -305	-14%	-$16.2K	0.01%	262
2025 Q2	$112K	Sell	2,143 -499	-19%	-$24.7K	0.01%	250
2025 Q1	$132K	Buy	2,642 +2	+0.1%	+$100	0.01%	234
2024 Q4	$128K	Sell	2,640 -1,074	-29%	-$51.9K	0.01%	227
2024 Q3	$168K	Buy	3,714 +3,276	+748%	+$143K	0.01%	215
2024 Q2	$18K	Hold	438	–	–	﹤0.01%	441
2024 Q1	$18.4K	Buy	438 +28	+7%	+$1.1K	﹤0.01%	492
2023 Q4	$15.4K	Hold	410	–	–	﹤0.01%	452
2023 Q3	$13.6K	Hold	410	–	–	﹤0.01%	470
2023 Q2	$13.8K	Hold	410	–	–	﹤0.01%	477
2023 Q1	$13.2K	Hold	410	–	–	﹤0.01%	475
2022 Q4	$14K	Buy	+410	New	+$13.9K	﹤0.01%	465

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

Colonial Trust Advisors's XLF Position: Q1 2026 in Review

Colonial Trust Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 3,035 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #225.

Colonial Trust Advisors first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $168K in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Colonial Trust Advisors held 3,035 shares of State Street Financial Select Sector SPDR ETF worth $150K as of Q1 2026.
Colonial Trust Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #225 holding.
Colonial Trust Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's State Street Financial Select Sector SPDR ETF position peaked at $168K 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 Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.