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

Cooksen Wealth’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	$5.86M	Buy	118,665 +11,293	+11%	+$588K	4.26%	4
2025 Q4	$5.88M	Buy	107,372 +2,466	+2%	+$131K	4.3%	4
2025 Q3	$5.65M	Buy	104,906 +5,627	+6%	+$298K	4.22%	5
2025 Q2	$5.2M	Buy	99,279 +8,283	+9%	+$410K	4.18%	4
2025 Q1	$3.83M	Sell	90,996 -5,874	-6%	-$295K	3.89%	5
2024 Q4	$4.68M	Buy	96,870 +1,769	+2%	+$85.5K	4.31%	5
2024 Q3	$4.31M	Sell	95,101 -701	-0.7%	-$30.6K	4.03%	4
2024 Q2	$3.94M	Buy	95,802 +4,806	+5%	+$198K	3.97%	5
2024 Q1	$3.83M	Buy	90,996 +5,829	+7%	+$230K	3.99%	5
2023 Q4	$3.2M	Buy	+85,167	New	+$2.95M	3.64%	6

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

Cooksen Wealth's XLF Position: Q1 2026 in Review

Cooksen Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q1 2026, buying an estimated $588K and bringing the position to 118,665 shares worth $5.86M. The position accounts for 4.26% of the portfolio, ranked #4.

Cooksen Wealth first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.88M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cooksen Wealth held 118,665 shares of State Street Financial Select Sector SPDR ETF worth $5.86M as of Q1 2026.
Cooksen Wealth bought 11,293 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $588K.
State Street Financial Select Sector SPDR ETF made up 4.26% of Cooksen Wealth's portfolio in Q1 2026, its #4 holding.
Cooksen Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Cooksen Wealth's State Street Financial Select Sector SPDR ETF position peaked at $5.88M 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 Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.