Fiduciary Alliance’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
$603K Buy
11,563
+4,438
+62% +$231K 0.04% 343
2025
Q4
$390K Sell
7,125
-250
-3% -$13.3K 0.03% 375
2025
Q3
$397K Sell
7,375
-131
-2% -$6.94K 0.03% 373
2025
Q2
$393K Buy
+7,506
New +$371K 0.03% 349
2025
Q1
Sell
-5,187
Closed -$251K 405
2024
Q4
$251K Buy
+5,187
New +$251K 0.03% 313
2023
Q3
Sell
-769
Closed -$25.9K 961
2023
Q2
$25.9K Buy
+769
New +$25.1K 0.01% 408
2023
Q1
Sell
-683
Closed -$23.4K 881
2022
Q4
$23.4K Buy
+683
New +$23.1K 0.01% 297

Other funds holding XLF

Fiduciary Alliance's XLF Position: Q1 2026 in Review

Fiduciary Alliance increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 62% in Q1 2026, buying an estimated $231K and bringing the position to 11,563 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #343.

Fiduciary Alliance first reported a position in XLF in Q4 2022 and has held it in 7 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Fiduciary Alliance held 11,563 shares of State Street Financial Select Sector SPDR ETF worth $603K as of Q1 2026.
  • Fiduciary Alliance bought 4,438 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $231K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #343 holding.
  • Fiduciary Alliance first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.