Fiduciary Family Office’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fiduciary Family Office’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	-3,793	Closed	-$208K	–	201
2025 Q4	$208K	Sell	3,793 -85	-2%	-$4.53K	0.06%	183
2025 Q3	$209K	Buy	+3,878	New	+$205K	0.06%	183
2025 Q1	–	Sell	-472,667	Closed	-$22.8M	–	246
2024 Q4	$22.8M	Buy	472,667 +466,184	+7,191%	+$22.5M	6.72%	7
2024 Q3	$294K	Buy	+6,483	New	+$283K	0.1%	169
2024 Q2	–	Sell	-15,080	Closed	-$635K	–	220
2024 Q1	$635K	Buy	+15,080	New	+$595K	0.25%	113

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

Fiduciary Family Office's XLF Position: Q1 2026 in Review

Fiduciary Family Office sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,793 shares — an estimated $208K sold.

Fiduciary Family Office first reported a position in XLF in Q1 2024 and held it in 5 quarters. The position peaked at $22.8M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Fiduciary Family Office reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Fiduciary Family Office sold 3,793 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $208K.
Fiduciary Family Office first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Fiduciary Family Office's State Street Financial Select Sector SPDR ETF position peaked at $22.8M in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.