FFL
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Financial Freedom LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Financial Freedom LLC’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 		$1.99M Sell
40,281
-11,576
-22% -$603K 0.99% 30
2025
Q4 		$2.84M Sell
51,857
-11,900
-19% -$634K 1.41% 20
2025
Q3 		$3.43M Sell
63,757
-2,163
-3% -$115K 1.71% 14
2025
Q2 		$3.45M Sell
65,920
-618
-0.9% -$30.6K 1.86% 14
2025
Q1 		$3.31M Sell
66,538
-10,938
-14% -$549K 1.9% 15
2024
Q4 		$3.74M Sell
77,476
-724
-0.9% -$35K 1.97% 15
2024
Q3 		$3.54M Buy
78,200
+155
+0.2% +$6.76K 1.88% 16
2024
Q2 		$3.21M Sell
78,045
-1,103
-1% -$45.4K 1.82% 14
2024
Q1 		$3.33M Buy
79,148
+4,819
+6% +$190K 1.98% 13
2023
Q4 		$2.79M Buy
74,329
+29,495
+66% +$1.02M 1.78% 12
2023
Q3 		$1.49M Buy
44,834
+9,337
+26% +$322K 1.05% 24
2023
Q2 		$1.2M Buy
35,497
+64
+0.2% +$2.09K 0.84% 25
2023
Q1 		$1.14M Buy
35,433
+782
+2% +$27.2K 0.83% 25
2022
Q4 		$1.19M Buy
+34,651
New +$1.17M 0.8% 23

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

Financial Freedom LLC's XLF Position: Q1 2026 in Review

Financial Freedom LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, selling an estimated $603K and leaving 40,281 shares worth $1.99M. The position accounts for 0.99% of the portfolio, ranked #30.

Financial Freedom LLC first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.74M in Q4 2024. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Financial Freedom LLC held 40,281 shares of State Street Financial Select Sector SPDR ETF worth $1.99M as of Q1 2026.
  • Financial Freedom LLC sold 11,576 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $603K.
  • State Street Financial Select Sector SPDR ETF made up 0.99% of Financial Freedom LLC's portfolio in Q1 2026, its #30 holding.
  • Financial Freedom LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's State Street Financial Select Sector SPDR ETF position peaked at $3.74M in Q4 2024.
  • 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.