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

Destination 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	$510K	Buy	10,337 +506	+5%	+$26.4K	0.01%	203
2025 Q4	$538K	Buy	9,831 +307	+3%	+$16.4K	0.01%	187
2025 Q3	$513K	Sell	9,524 -137	-1%	-$7.26K	0.01%	177
2025 Q2	$506K	Buy	9,661 +67	+0.7%	+$3.32K	0.01%	172
2025 Q1	$478K	Sell	9,594 -472	-5%	-$23.7K	0.02%	169
2024 Q4	$486K	Buy	10,066 +254	+3%	+$12.3K	0.02%	162
2024 Q3	$445K	Buy	+9,812	New	+$428K	0.01%	167
2024 Q2	–	Sell	-5,149	Closed	-$217K	–	233
2024 Q1	$217K	Buy	+5,149	New	+$203K	0.01%	197
2023 Q2	–	Sell	-11,024	Closed	-$354K	–	229
2023 Q1	$354K	Buy	11,024 +104	+1%	+$3.61K	0.01%	161
2022 Q4	$373K	Buy	10,920 +291	+3%	+$9.84K	0.01%	159
2022 Q3	$323K	Buy	10,629 +3,825	+56%	+$126K	0.01%	154
2022 Q2	$214K	Sell	6,804 -3,576	-34%	-$124K	0.01%	186
2022 Q1	$398K	Buy	10,380 +938	+10%	+$36.7K	0.01%	143
2021 Q4	$369K	Buy	+9,442	New	+$371K	0.01%	159
2019 Q2	–	Sell	-1,164	Closed	-$30K	–	770
2019 Q1	$30K	Buy	1,164 +1,071	+1,152%	+$27.6K	﹤0.01%	347
2018 Q4	$2K	Sell	93 -1,996	-96%	-$51.8K	﹤0.01%	487
2018 Q3	$58K	Buy	2,089 +591	+39%	+$16.5K	﹤0.01%	266
2018 Q2	$40K	Sell	1,498 -1,681	-53%	-$46.4K	﹤0.01%	292
2018 Q1	$88K	Buy	+3,179	New	+$91.5K	0.01%	197
2017 Q2	–	Sell	-10,052	Closed	-$239K	–	165
2017 Q1	$239K	Buy	+10,052	New	+$241K	0.02%	145

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

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

Destination Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q1 2026, buying an estimated $26.4K and bringing the position to 10,337 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #203.

Destination Wealth Management first reported a position in XLF in Q1 2017 and has held it in 20 quarters since. The position peaked at $538K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Destination Wealth Management held 10,337 shares of State Street Financial Select Sector SPDR ETF worth $510K as of Q1 2026.
Destination Wealth Management bought 506 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $26.4K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #203 holding.
Destination Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 20 quarters since.
Destination Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $538K 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 Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.