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

Financial Sense 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	$214K	Sell	4,331 -1,072	-20%	-$55.9K	0.04%	136
2025 Q4	$296K	Sell	5,403 -492	-8%	-$26.2K	0.05%	126
2025 Q3	$318K	Buy	5,895 +1,582	+37%	+$83.8K	0.05%	136
2025 Q2	$226K	Sell	4,313 -1,856	-30%	-$91.9K	0.05%	129
2025 Q1	$307K	Sell	6,169 -350	-5%	-$17.6K	0.09%	94
2024 Q4	$315K	Buy	6,519 +254	+4%	+$12.3K	0.1%	88
2024 Q3	$284K	Buy	+6,265	New	+$273K	0.08%	98
2020 Q3	–	Sell	-65,998	Closed	-$1.53M	–	114
2020 Q2	$1.53M	Buy	+65,998	New	+$1.5M	0.55%	32
2018 Q2	–	Sell	-16,501	Closed	-$455K	–	81
2018 Q1	$455K	Sell	16,501 -1,647	-9%	-$47.4K	0.22%	51
2017 Q4	$507K	Sell	18,148 -278	-2%	-$7.48K	0.23%	48
2017 Q3	$476K	Sell	18,426 -1,493	-7%	-$37.3K	0.24%	42
2017 Q2	$491K	Buy	+19,919	New	+$473K	0.26%	48
2015 Q1	–	Sell	-10,774	Closed	-$234K	–	137
2014 Q4	$234K	Buy	+10,774	New	+$226K	0.09%	103
2014 Q2	–	Sell	-36,661	Closed	-$718K	–	140
2014 Q1	$718K	Buy	+36,661	New	+$700K	0.31%	72

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

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

Financial Sense Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q1 2026, selling an estimated $55.9K and leaving 4,331 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #136.

Financial Sense Advisors first reported a position in XLF in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.53M in Q2 2020. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Financial Sense Advisors held 4,331 shares of State Street Financial Select Sector SPDR ETF worth $214K as of Q1 2026.
Financial Sense Advisors sold 1,072 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $55.9K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Financial Sense Advisors's portfolio in Q1 2026, its #136 holding.
Financial Sense Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 14 quarters since.
Financial Sense Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.53M in Q2 2020.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.