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

Crown Wealth Group’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	$227K	Buy	+4,257	New	+$241K	0.06%	136
2026 Q1	–	Sell	-7,807	Closed	-$428K	–	156
2025 Q4	$428K	Buy	+7,807	New	+$416K	0.12%	79
2022 Q3	–	Sell	-7,306	Closed	-$230K	–	74
2022 Q2	$230K	Sell	7,306 -6,958	-49%	-$240K	0.21%	63
2022 Q1	$547K	Buy	+14,264	New	+$558K	0.38%	45

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

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Crown Wealth Group's XLF Position: Q3 2026 in Review

Crown Wealth Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 4,257 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: Crown Wealth Group previously reported a position in XLF as recently as Q4 2025.

Crown Wealth Group first reported a position in XLF in Q1 2022 and has held it in 4 quarters since. The position peaked at $547K in Q1 2022. 1,609 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Crown Wealth Group held 4,257 shares of State Street Financial Select Sector SPDR ETF worth $227K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new Crown Wealth Group position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #136 holding.
Crown Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 4 quarters since.
Crown Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $547K in Q1 2022.
1,609 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.