Equitable Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Equitable Trust’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	$737K	Hold	14,922	–	–	0.03%	263
2025 Q4	$817K	Sell	14,922 -199	-1%	-$10.6K	0.04%	258
2025 Q3	$815K	Sell	15,121 -48	-0.3%	-$2.54K	0.04%	264
2025 Q2	$794K	Buy	15,169 +6,276	+71%	+$311K	0.04%	258
2025 Q1	$443K	Hold	8,893	–	–	0.02%	328
2024 Q4	$430K	Buy	+8,893	New	+$430K	0.02%	349

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

Equitable Trust's XLF Position: Q1 2026 in Review

Equitable Trust held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 14,922 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #263.

Equitable Trust first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $817K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Equitable Trust held 14,922 shares of State Street Financial Select Sector SPDR ETF worth $737K as of Q1 2026.
Equitable Trust left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Equitable Trust's portfolio in Q1 2026, its #263 holding.
Equitable Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Equitable Trust's State Street Financial Select Sector SPDR ETF position peaked at $817K 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 Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.