Fi3 Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fi3 Financial Advisors’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	$212K	Hold	4,285	–	–	0.06%	197
2025 Q4	$235K	Hold	4,285	–	–	0.07%	164
2025 Q3	$231K	Hold	4,285	–	–	0.08%	135
2025 Q2	$224K	Hold	4,285	–	–	0.08%	145
2025 Q1	$213K	Hold	4,285	–	–	0.09%	119
2024 Q4	$207K	Buy	+4,285	New	+$207K	0.08%	114

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

Fi3 Financial Advisors's XLF Position: Q1 2026 in Review

Fi3 Financial Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,285 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #197.

Fi3 Financial Advisors first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $235K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Fi3 Financial Advisors held 4,285 shares of State Street Financial Select Sector SPDR ETF worth $212K as of Q1 2026.
Fi3 Financial Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Fi3 Financial Advisors's portfolio in Q1 2026, its #197 holding.
Fi3 Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Fi3 Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $235K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.