Concord Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Concord Wealth Partners’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	-603	Closed	-$33K	–	802
2025 Q4	$33K	Hold	603	–	–	﹤0.01%	380
2025 Q3	$32.5K	Hold	603	–	–	﹤0.01%	397
2025 Q2	$31.6K	Hold	603	–	–	﹤0.01%	399
2025 Q1	$30K	Hold	603	–	–	﹤0.01%	386
2024 Q4	$29.1K	Sell	603 -70	-10%	-$3.38K	﹤0.01%	408
2024 Q3	$30.5K	Buy	673 +70	+12%	+$3.05K	0.01%	405
2024 Q2	$24.8K	Hold	603	–	–	﹤0.01%	399
2024 Q1	$25.4K	Hold	603	–	–	﹤0.01%	456
2023 Q4	$22.7K	Hold	603	–	–	﹤0.01%	462
2023 Q3	$20K	Sell	603 -328	-35%	-$11.3K	﹤0.01%	510
2023 Q2	$31.4K	Sell	931 -75	-7%	-$2.45K	0.01%	426
2023 Q1	$32.3K	Sell	1,006 -1,599	-61%	-$55.6K	0.01%	413
2022 Q4	$89.1K	Buy	+2,605	New	+$88.1K	0.03%	278
2022 Q3	–	Sell	-2,709	Closed	-$85K	–	1181
2022 Q2	$85K	Hold	2,709	–	–	0.02%	284
2022 Q1	$104K	Sell	2,709 -81	-3%	-$3.17K	0.03%	295
2021 Q4	$109K	Buy	2,790 +2,406	+627%	+$94.6K	0.03%	297
2021 Q3	$14K	Sell	384 -622	-62%	-$23.3K	0.01%	431
2021 Q2	$37K	Sell	1,006 -1,612	-62%	-$59K	0.01%	395
2021 Q1	$89K	Buy	2,618 +2,543	+3,391%	+$81.7K	0.03%	236
2020 Q4	$2K	Buy	+75	New	+$2.01K	﹤0.01%	574

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

Concord Wealth Partners's XLF Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 603 shares — an estimated $33K sold.

Concord Wealth Partners first reported a position in XLF in Q4 2020 and held it in 20 quarters. The position peaked at $109K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Concord Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 603 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $33K.
Concord Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $109K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.