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

Convergence Financial’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 Q3	$221K	Buy	+4,147	New	+$235K	0.03%	252

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Convergence Financial's XLF Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 4,147 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings.

1,489 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Convergence Financial held 4,147 shares of State Street Financial Select Sector SPDR ETF worth $221K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new Convergence Financial position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Convergence Financial's portfolio in Q3 2026, its #252 holding.
1,489 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.