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

Comprehensive 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	$4.71M	Buy	95,439 +8,540	+10%	+$445K	2.38%	9
2025 Q4	$4.76M	Buy	86,899 +10,483	+14%	+$559K	2.81%	11
2025 Q3	$4.12M	Buy	76,416 +16,224	+27%	+$860K	2.92%	9
2025 Q2	$3.15M	Buy	60,192 +49,943	+487%	+$2.47M	2.54%	8
2025 Q1	$511K	Buy	10,249 +1,810	+21%	+$90.8K	0.36%	31
2024 Q4	$408K	Sell	8,439 -33	-0.4%	-$1.6K	0.3%	29
2024 Q3	$384K	Buy	8,472 +357	+4%	+$15.6K	0.25%	29
2024 Q2	$334K	Buy	+8,115	New	+$334K	0.24%	28

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

Comprehensive Wealth Management's XLF Position: Q1 2026 in Review

Comprehensive Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.8% in Q1 2026, buying an estimated $445K and bringing the position to 95,439 shares worth $4.71M. The position accounts for 2.38% of the portfolio, ranked #9.

Comprehensive Wealth Management first reported a position in XLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.76M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Comprehensive Wealth Management held 95,439 shares of State Street Financial Select Sector SPDR ETF worth $4.71M as of Q1 2026.
Comprehensive Wealth Management bought 8,540 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $445K.
State Street Financial Select Sector SPDR ETF made up 2.38% of Comprehensive Wealth Management's portfolio in Q1 2026, its #9 holding.
Comprehensive Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Comprehensive Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.76M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.