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

DecisionMap 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	$1.42M	Buy	28,769 +1,657	+6%	+$86.3K	0.92%	25
2025 Q4	$1.48M	Buy	27,112 +1,950	+8%	+$104K	0.92%	26
2025 Q3	$1.36M	Buy	25,162 +718	+3%	+$38K	0.87%	29
2025 Q2	$1.28M	Buy	24,444 +410	+2%	+$20.3K	0.88%	30
2025 Q1	$1.2M	Buy	+24,034	New	+$1.21M	0.91%	29

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

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

DecisionMap Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q1 2026, buying an estimated $86.3K and bringing the position to 28,769 shares worth $1.42M. The position accounts for 0.92% of the portfolio, ranked #25.

DecisionMap Wealth Management first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

DecisionMap Wealth Management held 28,769 shares of State Street Financial Select Sector SPDR ETF worth $1.42M as of Q1 2026.
DecisionMap Wealth Management bought 1,657 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $86.3K.
State Street Financial Select Sector SPDR ETF made up 0.92% of DecisionMap Wealth Management's portfolio in Q1 2026, its #25 holding.
DecisionMap Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
DecisionMap Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.48M 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 DecisionMap Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.