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

Flagship Wealth 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	$30.8K	Hold	588	–	–	0.01%	226
2025 Q4	$32.2K	Hold	588	–	–	0.01%	260
2025 Q3	$31.7K	Hold	588	–	–	0.01%	260
2025 Q2	$30.8K	Hold	588	–	–	0.01%	241
2025 Q1	$29.3K	Hold	588	–	–	0.01%	236
2024 Q4	$28.4K	Buy	+588	New	+$28.4K	0.02%	228

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

Flagship Wealth Advisors's XLF Position: Q1 2026 in Review

Flagship Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 588 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #226.

Flagship Wealth Advisors first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.2K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Flagship Wealth Advisors held 588 shares of State Street Financial Select Sector SPDR ETF worth $30.8K as of Q1 2026.
Flagship Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #226 holding.
Flagship Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $32.2K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.