Envestnet Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19B | Sell |
24,064,773
-1,336,454
| -5% | -$69.6M | 0.32% | 61 |
|
|
2025
Q4 | $1.39B | Buy |
25,401,227
+3,361,645
| +15% | +$179M | 0.41% | 50 |
|
|
2025
Q3 | $1.19B | Buy |
22,039,582
+3,697,754
| +20% | +$196M | 0.34% | 55 |
|
|
2025
Q2 | $961M | Sell |
18,341,828
-4,818,291
| -21% | -$238M | 0.28% | 64 |
|
|
2025
Q1 | $1.15B | Buy |
23,160,119
+953,091
| +4% | +$47.8M | 0.37% | 50 |
|
|
2024
Q4 | $1.07B | Buy |
22,207,028
+5,143,166
| +30% | +$249M | 0.34% | 58 |
|
|
2024
Q3 | $773M | Buy |
17,063,862
+6,265,537
| +58% | +$273M | 0.25% | 68 |
|
|
2024
Q2 | $444M | Buy |
10,798,325
+2,566,731
| +31% | +$106M | 0.15% | 119 |
|
|
2024
Q1 | $347M | Buy |
8,231,594
+5,587,321
| +211% | +$221M | 0.13% | 147 |
|
|
2023
Q4 | $99.4M | Buy |
2,644,273
+306,577
| +13% | +$10.6M | 0.04% | 414 |
|
|
2023
Q3 | $77.5M | Buy |
2,337,696
+253,543
| +12% | +$8.74M | 0.04% | 446 |
|
|
2023
Q2 | $70.3M | Sell |
2,084,153
-70,119
| -3% | -$2.29M | 0.03% | 435 |
|
|
2023
Q1 | $69.3M | Sell |
2,154,272
-401,068
| -16% | -$13.9M | 0.03% | 411 |
|
|
2022
Q4 | $87.4M | Buy |
2,555,340
+214,111
| +9% | +$7.24M | 0.05% | 342 |
|
|
2022
Q3 | $71.1M | Sell |
2,341,229
-6,319,722
| -73% | -$209M | 0.04% | 353 |
|
|
2022
Q2 | $272M | Sell |
8,660,951
-2,699,394
| -24% | -$93.3M | 0.15% | 118 |
|
|
2022
Q1 | $435M | Buy |
11,360,345
+362,977
| +3% | +$14.2M | 0.22% | 81 |
|
|
2021
Q4 | $429M | Sell |
10,997,368
-113,350
| -1% | -$4.46M | 0.21% | 88 |
|
|
2021
Q3 | $417M | Buy |
11,110,718
+341,074
| +3% | +$12.8M | 0.23% | 78 |
|
|
2021
Q2 | $395M | Buy |
10,769,644
+1,210,807
| +13% | +$44.3M | 0.22% | 80 |
|
|
2021
Q1 | $325M | Buy |
9,558,837
+7,620,224
| +393% | +$245M | 0.21% | 86 |
|
|
2020
Q4 | $57.1M | Buy |
1,938,613
+474,718
| +32% | +$12.7M | 0.04% | 313 |
|
|
2020
Q3 | $35.2M | Sell |
1,463,895
-1,939
| -0.1% | -$47.2K | 0.03% | 390 |
|
|
2020
Q2 | $33.9M | Buy |
1,465,834
+346,010
| +31% | +$7.86M | 0.03% | 369 |
|
|
2020
Q1 | $23.3M | Sell |
1,119,824
-1,823,463
| -62% | -$50.2M | 0.03% | 407 |
|
|
2019
Q4 | $90.6M | Buy |
2,943,287
+247,636
| +9% | +$7.27M | 0.1% | 161 |
|
|
2019
Q3 | $75.5M | Sell |
2,695,651
-566,498
| -17% | -$15.6M | 0.08% | 186 |
|
|
2019
Q2 | $90M | Buy |
3,262,149
+337,745
| +12% | +$9.15M | 0.11% | 134 |
|
|
2019
Q1 | $75.2M | Sell |
2,924,404
-714,005
| -20% | -$18.4M | 0.1% | 149 |
|
|
2018
Q4 | $86.7M | Buy |
3,638,409
+461,812
| +15% | +$12M | 0.13% | 121 |
|
|
2018
Q3 | $87.6M | Sell |
3,176,597
-896,148
| -22% | -$25.1M | 0.15% | 79 |
|
|
2018
Q2 | $108M | Buy |
4,072,745
+1,263,840
| +45% | +$34.9M | 0.25% | 56 |
|
|
2018
Q1 | $76M | Sell |
2,808,905
-1,885,937
| -40% | -$54.3M | 0.21% | 61 |
|
|
2017
Q4 | $131M | Buy |
4,694,842
+595,924
| +15% | +$16M | 0.29% | 50 |
|
|
2017
Q3 | $106M | Buy |
4,098,918
+335,938
| +9% | +$8.38M | 0.25% | 55 |
|
|
2017
Q2 | $92.8M | Buy |
3,762,980
+10,491
| +0.3% | +$249K | 0.26% | 59 |
|
|
2017
Q1 | $89M | Sell |
3,752,489
-488,705
| -12% | -$11.7M | 0.29% | 54 |
|
|
2016
Q4 | $98.6M | Buy |
4,241,194
+2,733,762
| +181% | +$58.6M | 0.36% | 47 |
|
|
2016
Q3 | $29.1M | Sell |
1,507,432
-13,204
| -0.9% | -$272K | 0.11% | 144 |
|
|
2016
Q2 | $30.5M | Buy |
1,520,636
+802,867
| +112% | +$16.2M | 0.12% | 141 |
|
|
2016
Q1 | $14.2M | Sell |
717,769
-455,210
| -39% | -$8.67M | 0.06% | 267 |
|
|
2015
Q4 | $24.5M | Sell |
1,172,979
-49,354
| -4% | -$1.04M | 0.11% | 168 |
|
|
2015
Q3 | $24.3M | Sell |
1,222,333
-406,670
| -25% | -$8.62M | 0.12% | 145 |
|
|
2015
Q2 | $34.9M | Sell |
1,629,003
-1,364,217
| -46% | -$29.5M | 0.17% | 129 |
|
|
2015
Q1 | $63.4M | Buy |
2,993,220
+149,984
| +5% | +$3.17M | 0.33% | 59 |
|
|
2014
Q4 | $61.7M | Sell |
2,843,236
-466,949
| -14% | -$9.78M | 0.63% | 38 |
|
|
2014
Q3 | $67.3M | Sell |
3,310,185
-1,821,218
| -35% | -$36.8M | 0.68% | 39 |
|
|
2014
Q2 | $102M | Sell |
5,131,403
-2,112,413
| -29% | -$41.2M | 1.07% | 20 |
|
|
2014
Q1 | $142M | Buy |
7,243,816
+2,427,804
| +50% | +$46.4M | 1.57% | 13 |
|
|
2013
Q4 | $92.4M | Sell |
4,816,012
-331,269
| -6% | -$6.09M | 1.06% | 24 |
|
|
2013
Q3 | $89.9M | Buy |
5,147,281
+316,182
| +7% | +$5.61M | 1.1% | 22 |
|
|
2013
Q2 | $82.5M | Buy |
+4,831,099
| New | +$81M | 1.07% | 25 |
|
Other funds holding XLF
Envestnet Asset Management's XLF Position: Q1 2026 in Review
Envestnet Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.3% in Q1 2026, selling an estimated $69.6M and leaving 24,064,773 shares worth $1.19B. The position accounts for 0.32% of the portfolio, ranked #61.
Envestnet Asset Management first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.39B in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Envestnet Asset Management held 24,064,773 shares of State Street Financial Select Sector SPDR ETF worth $1.19B as of Q1 2026.
- Envestnet Asset Management sold 1,336,454 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $69.6M.
- State Street Financial Select Sector SPDR ETF made up 0.32% of Envestnet Asset Management's portfolio in Q1 2026, its #61 holding.
- Envestnet Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.39B 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.