FWP
XLF icon

FAS Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

FAS Wealth Partners’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 		– Sell
-93
Closed -$5.11K – 549
2025
Q4 		$5.11K Buy
+93
New +$4.96K ﹤0.01% 482
2024
Q4 		– Sell
-102
Closed -$4.63K – 455
2024
Q3 		$4.63K Sell
102
-1,928
-95% -$84.1K ﹤0.01% 420
2024
Q2 		$83.4K Buy
2,030
+8
+0.4% +$329 0.01% 317
2024
Q1 		$85.2K Sell
2,022
-1,518
-43% -$59.9K 0.01% 322
2023
Q4 		$133K Sell
3,540
-660
-16% -$22.8K 0.01% 302
2023
Q3 		$139K Buy
4,200
+112
+3% +$3.86K 0.01% 284
2023
Q2 		$138K Sell
4,088
-1,672
-29% -$54.6K 0.02% 271
2023
Q1 		$185K Buy
5,760
+17
+0.3% +$591 0.02% 284
2022
Q4 		$196K Buy
5,743
+22
+0.4% +$744 0.02% 277
2022
Q3 		$174K Buy
5,721
+19
+0.3% +$628 0.02% 272
2022
Q2 		$179K Buy
5,702
+18
+0.3% +$622 0.02% 274
2022
Q1 		$218K Sell
5,684
-1,070
-16% -$41.8K 0.02% 267
2021
Q4 		$264K Buy
6,754
+1,301
+24% +$51.1K 0.02% 258
2021
Q3 		$205K Buy
5,453
+1,509
+38% +$56.5K 0.02% 283
2021
Q2 		$145K Buy
3,944
+7
+0.2% +$256 0.01% 288
2021
Q1 		$134K Buy
3,937
+9
+0.2% +$289 0.01% 270
2020
Q4 		$116K Buy
3,928
+2,841
+261% +$76K 0.01% 264
2020
Q3 		$26K Buy
1,087
+920
+551% +$22.4K ﹤0.01% 288
2020
Q2 		$4K Sell
167
-1
-0.6% -$23 ﹤0.01% 301
2020
Q1 		$3K Sell
168
-2,925
-95% -$80.5K ﹤0.01% 288
2019
Q4 		$95K Buy
+3,093
New +$90.8K 0.02% 211

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAS Wealth Partners's XLF Position: Q1 2026 in Review

FAS Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 93 shares — an estimated $5.11K sold.

FAS Wealth Partners first reported a position in XLF in Q4 2019 and held it in 21 quarters. The position peaked at $264K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • FAS Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • FAS Wealth Partners sold 93 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.11K.
  • FAS Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
  • FAS Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $264K in Q4 2021.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.