FCAS
XLF icon

First Command Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Command Advisory Services’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 		$145K Hold
2,930
– – ﹤0.01% 223
2025
Q4 		$160K Hold
2,930
– – ﹤0.01% 197
2025
Q3 		$158K Hold
2,930
– – ﹤0.01% 194
2025
Q2 		$153K Sell
2,930
-80
-3% -$3.96K ﹤0.01% 192
2025
Q1 		$150K Sell
3,010
-1,489
-33% -$74.7K ﹤0.01% 191
2024
Q4 		$217K Buy
4,499
+827
+23% +$40K ﹤0.01% 159
2024
Q3 		$166K Hold
3,672
– – ﹤0.01% 186
2024
Q2 		$151K Hold
3,672
– – ﹤0.01% 174
2024
Q1 		$155K Buy
3,672
+98
+3% +$3.87K ﹤0.01% 169
2023
Q4 		$134K Buy
3,574
+488
+16% +$16.9K ﹤0.01% 171
2023
Q3 		$102K Buy
+3,086
New +$106K ﹤0.01% 189
2022
Q3 		– Sell
-21
Closed -$1K – 172
2022
Q2 		$1K Buy
+21
New +$726 ﹤0.01% 64

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return