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

Cranbrook Wealth Management’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	$35.8K	Buy	725 +630	+663%	+$32.8K	0.01%	207
2025 Q4	$5.2K	Sell	95 -761	-89%	-$40.5K	﹤0.01%	337
2025 Q3	$46.1K	Buy	856 +761	+801%	+$40.3K	0.01%	208
2025 Q2	$4.97K	Sell	95 -24	-20%	-$1.19K	﹤0.01%	336
2025 Q1	$5.93K	Buy	119 +26	+28%	+$1.3K	﹤0.01%	309
2024 Q4	$4.5K	Hold	93	–	–	﹤0.01%	321
2024 Q3	$4.21K	Buy	+93	New	+$4.06K	﹤0.01%	308
2023 Q1	–	Sell	-1,443	Closed	-$49.4K	–	304
2022 Q4	$49.4K	Hold	1,443	–	–	0.01%	158
2022 Q3	$44K	Hold	1,443	–	–	0.01%	175
2022 Q2	$45K	Hold	1,443	–	–	0.01%	176
2022 Q1	$55K	Hold	1,443	–	–	0.01%	181
2021 Q4	$56K	Hold	1,443	–	–	0.01%	175
2021 Q3	$54K	Hold	1,443	–	–	0.01%	181
2021 Q2	$53K	Buy	+1,443	New	+$52.8K	0.01%	181
2020 Q4	–	Sell	-1,696	Closed	-$41K	–	328
2020 Q3	$41K	Buy	1,696 +1,170	+222%	+$28.5K	0.01%	151
2020 Q2	$12K	Buy	+526	New	+$11.9K	﹤0.01%	200

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

Cranbrook Wealth Management's XLF Position: Q1 2026 in Review

Cranbrook Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 663% in Q1 2026, buying an estimated $32.8K and bringing the position to 725 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #207.

Cranbrook Wealth Management first reported a position in XLF in Q2 2020 and has held it in 16 quarters since. The position peaked at $56K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cranbrook Wealth Management held 725 shares of State Street Financial Select Sector SPDR ETF worth $35.8K as of Q1 2026.
Cranbrook Wealth Management bought 630 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $32.8K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #207 holding.
Cranbrook Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 16 quarters since.
Cranbrook Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $56K 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 Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.