Financial & Tax Architects’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Financial & Tax Architects’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	-22,761	Closed	-$1.25M	–	122
2025 Q4	$1.25M	Buy	22,761 +585	+3%	+$31.2K	0.28%	66
2025 Q3	$1.19M	Buy	22,176 +2,527	+13%	+$134K	0.26%	64
2025 Q2	$1.03M	Buy	19,649 +2,298	+13%	+$114K	0.25%	57
2025 Q1	$864K	Buy	17,351 +2,088	+14%	+$105K	0.22%	61
2024 Q4	$738K	Buy	15,263 +115	+0.8%	+$5.56K	0.19%	62
2024 Q3	$687K	Sell	15,148 -1,228	-7%	-$53.6K	0.18%	58
2024 Q2	$673K	Sell	16,376 -635	-4%	-$26.1K	0.18%	61
2024 Q1	$717K	Sell	17,011 -1,839	-10%	-$72.6K	0.2%	59
2023 Q4	$709K	Sell	18,850 -4,203	-18%	-$146K	0.21%	60
2023 Q3	$765K	Buy	+23,053	New	+$794K	0.24%	56
2023 Q2	–	Sell	-27,167	Closed	-$873K	–	91
2023 Q1	$873K	Sell	27,167 -9,240	-25%	-$321K	0.29%	51
2022 Q4	$1.29M	Buy	+36,407	New	+$1.23M	0.44%	44
2022 Q2	–	Sell	-38,846	Closed	-$1.49M	–	98
2022 Q1	$1.49M	Buy	38,846 +7,116	+22%	+$278K	0.56%	50
2021 Q4	$1.24M	Buy	31,730 +5,718	+22%	+$225K	0.51%	57
2021 Q3	$976K	Buy	26,012 +6,543	+34%	+$245K	0.44%	50
2021 Q2	$714K	Buy	19,469 +2,878	+17%	+$105K	0.35%	66
2021 Q1	$565K	Buy	+16,591	New	+$533K	0.32%	56

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial & Tax Architects's XLF Position: Q1 2026 in Review

Financial & Tax Architects sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 22,761 shares — an estimated $1.25M sold.

Financial & Tax Architects first reported a position in XLF in Q1 2021 and held it in 17 quarters. The position peaked at $1.49M in Q1 2022. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Financial & Tax Architects reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Financial & Tax Architects sold 22,761 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.25M.
Financial & Tax Architects first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 17 quarters.
Financial & Tax Architects's State Street Financial Select Sector SPDR ETF position peaked at $1.49M in Q1 2022.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.