Coston McIsaac & Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Coston McIsaac & 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	$71K	Hold	1,452	–	–	0.02%	271
2025 Q4	$79K	Hold	1,452	–	–	0.02%	250
2025 Q3	$78K	Hold	1,452	–	–	0.02%	248
2025 Q2	$76K	Hold	1,452	–	–	0.02%	243
2025 Q1	$72K	Hold	1,452	–	–	0.02%	229
2024 Q4	$70K	Hold	1,452	–	–	0.02%	234
2024 Q3	$65	Hold	1,452	–	–	0.02%	245
2024 Q2	$59K	Hold	1,452	–	–	0.02%	238
2024 Q1	$61K	Hold	1,452	–	–	0.02%	242
2023 Q4	$54K	Hold	1,452	–	–	0.02%	244
2023 Q3	$48K	Hold	1,452	–	–	0.02%	246
2023 Q2	$48K	Hold	1,452	–	–	0.02%	269
2023 Q1	$46K	Buy	+1,452	New	+$50.5K	0.02%	273

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

Coston McIsaac & Partners's XLF Position: Q1 2026 in Review

Coston McIsaac & Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 1,452 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #271.

Coston McIsaac & Partners first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $79K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Coston McIsaac & Partners held 1,452 shares of State Street Financial Select Sector SPDR ETF worth $71K as of Q1 2026.
Coston McIsaac & Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Coston McIsaac & Partners's portfolio in Q1 2026, its #271 holding.
Coston McIsaac & Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Coston McIsaac & Partners's State Street Financial Select Sector SPDR ETF position peaked at $79K 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 Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.