Csenge Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Csenge Advisory 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 Q1	$1M	Buy	20,291 +249	+1%	+$13K	0.05%	297
2025 Q4	$1.1M	Buy	20,042 +836	+4%	+$44.5K	0.05%	290
2025 Q3	$1.03M	Sell	19,206 -5,196	-21%	-$275K	0.05%	284
2025 Q2	$1.24M	Sell	24,402 -1,714	-7%	-$84.8K	0.07%	233
2025 Q1	$1.22M	Sell	26,116 -7,527	-22%	-$378K	0.07%	223
2024 Q4	$1.63M	Buy	33,643 +4,676	+16%	+$226K	0.09%	180
2024 Q3	$1.35M	Buy	28,967 +6,212	+27%	+$271K	0.07%	206
2024 Q2	$935K	Sell	22,755 -1,882	-8%	-$77.5K	0.05%	266
2024 Q1	$1.04M	Buy	24,637 +7,428	+43%	+$293K	0.06%	256
2023 Q4	$647K	Sell	17,209 -5,418	-24%	-$188K	0.04%	334
2023 Q3	$751K	Buy	22,627 +5,650	+33%	+$195K	0.05%	269
2023 Q2	$572K	Sell	16,977 -891	-5%	-$29.1K	0.04%	335
2023 Q1	$574K	Sell	17,868 -1,529	-8%	-$53.1K	0.04%	309
2022 Q4	$663K	Buy	19,397 +1,952	+11%	+$66K	0.05%	285
2022 Q3	$530K	Sell	17,445 -1,020	-6%	-$33.7K	0.04%	325
2022 Q2	$581K	Sell	18,465 -7,869	-30%	-$272K	0.05%	315
2022 Q1	$1.01M	Buy	26,334 +10,822	+70%	+$423K	0.08%	212
2021 Q4	$574K	Sell	15,512 -1,844	-11%	-$72.5K	0.05%	314
2021 Q3	$662K	Buy	17,356 +1,844	+12%	+$69K	0.06%	304
2021 Q2	$574K	Sell	15,512 -9,352	-38%	-$342K	0.05%	315
2021 Q1	$874K	Buy	24,864 +12,119	+95%	+$389K	0.09%	178
2020 Q4	$376K	Sell	12,745 -1,414	-10%	-$37.8K	0.04%	277
2020 Q3	$346K	Sell	14,159 -9,999	-41%	-$243K	0.05%	276
2020 Q2	$559K	Buy	24,158 +7,202	+42%	+$164K	0.08%	172
2020 Q1	$353K	Buy	16,956 +3,823	+29%	+$105K	0.09%	189
2019 Q4	$404K	Buy	+13,133	New	+$385K	0.1%	186
2018 Q4	–	Sell	-300	Closed	-$7K	–	1525
2018 Q3	$7K	Buy	+300	New	+$8.39K	﹤0.01%	575
2018 Q2	–	Sell	-9,936	Closed	-$274K	–	314
2018 Q1	$274K	Buy	9,936 +1,793	+22%	+$51.6K	0.1%	214
2017 Q4	$227K	Buy	+8,143	New	+$219K	0.08%	224

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

Csenge Advisory Group's XLF Position: Q1 2026 in Review

Csenge Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q1 2026, buying an estimated $13K and bringing the position to 20,291 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #297.

Csenge Advisory Group first reported a position in XLF in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.63M in Q4 2024. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Csenge Advisory Group held 20,291 shares of State Street Financial Select Sector SPDR ETF worth $1M as of Q1 2026.
Csenge Advisory Group bought 249 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $13K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Csenge Advisory Group's portfolio in Q1 2026, its #297 holding.
Csenge Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
Csenge Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $1.63M in Q4 2024.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.