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

Coordinated Financial Services’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	$230K	Sell	4,655 -1,468	-24%	-$76.5K	0.13%	162
2025 Q4	$335K	Sell	6,123 -1,582	-21%	-$84.3K	0.19%	127
2025 Q3	$415K	Buy	7,705 +3	+0%	+$159	0.27%	106
2025 Q2	$403K	Sell	7,702 -68	-0.9%	-$3.37K	0.28%	97
2025 Q1	$387K	Sell	7,770 -589	-7%	-$29.5K	0.3%	96
2024 Q4	$404K	Buy	+8,359	New	+$404K	0.32%	88
2024 Q2	$345K	Buy	8,380 +4	+0%	+$165	0.29%	90
2024 Q1	$353K	Buy	+8,376	New	+$331K	0.31%	82

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

Coordinated Financial Services's XLF Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q1 2026, selling an estimated $76.5K and leaving 4,655 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #162.

Coordinated Financial Services first reported a position in XLF in Q1 2024 and has held it in 8 quarters since. The position peaked at $415K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Coordinated Financial Services held 4,655 shares of State Street Financial Select Sector SPDR ETF worth $230K as of Q1 2026.
Coordinated Financial Services sold 1,468 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $76.5K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #162 holding.
Coordinated Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $415K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.