First Citizens Bank & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Citizens Bank & Trust’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 Q2	$657K	Sell	12,253 -1,764	-13%	-$91.7K	0.01%	399
2026 Q1	$692K	Sell	14,017 -176	-1%	-$9.17K	0.01%	369
2025 Q4	$777K	Sell	14,193 -483	-3%	-$25.7K	0.02%	348
2025 Q3	$791K	Buy	14,676 +1,377	+10%	+$73K	0.02%	334
2025 Q2	$696K	Buy	13,299 +4,374	+49%	+$216K	0.01%	352
2025 Q1	$445K	Sell	8,925 -719	-7%	-$36.1K	0.01%	321
2024 Q4	$466K	Buy	9,644 +45	+0.5%	+$2.18K	0.01%	321
2024 Q3	$435K	Buy	9,599 +849	+10%	+$37K	0.01%	339
2024 Q2	$360K	Hold	8,750	–	–	0.01%	350
2024 Q1	$369K	Buy	8,750 +40	+0.5%	+$1.58K	0.01%	344
2023 Q4	$327K	Buy	8,710 +1,833	+27%	+$63.5K	0.01%	292
2023 Q3	$228K	Hold	6,877	–	–	﹤0.01%	317
2023 Q2	$232K	Hold	6,877	–	–	﹤0.01%	322
2023 Q1	$221K	Buy	+6,877	New	+$239K	﹤0.01%	309

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 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

First Citizens Bank & Trust's XLF Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $91.7K and leaving 12,253 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #399.

First Citizens Bank & Trust first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $791K in Q3 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

First Citizens Bank & Trust held 12,253 shares of State Street Financial Select Sector SPDR ETF worth $657K as of Q2 2026.
First Citizens Bank & Trust sold 1,764 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $91.7K.
State Street Financial Select Sector SPDR ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #399 holding.
First Citizens Bank & Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
First Citizens Bank & Trust's State Street Financial Select Sector SPDR ETF position peaked at $791K in Q3 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.