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

Florida Financial 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	$564K	Sell	11,431 -11,203	-49%	-$584K	0.14%	154
2025 Q4	$1.24M	Buy	22,634 +249	+1%	+$13.3K	0.34%	80
2025 Q3	$1.21M	Sell	22,385 -3,389	-13%	-$180K	0.37%	78
2025 Q2	$1.35M	Buy	25,774 +2,943	+13%	+$146K	0.45%	49
2025 Q1	$1.14M	Sell	22,831 -238	-1%	-$11.9K	0.45%	48
2024 Q4	$1.11M	Buy	23,069 +925	+4%	+$44.7K	0.5%	39
2024 Q3	$1M	Buy	22,144 +1,202	+6%	+$52.5K	0.52%	39
2024 Q2	$861K	Buy	20,942 +3,649	+21%	+$150K	0.52%	39
2024 Q1	$728K	Buy	17,293 +8,214	+90%	+$324K	0.54%	38
2023 Q4	$341K	Buy	+9,079	New	+$314K	0.32%	59

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

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

Florida Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 49% in Q1 2026, selling an estimated $584K and leaving 11,431 shares worth $564K. The position accounts for 0.14% of the portfolio, ranked #154.

Florida Financial Advisors first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Florida Financial Advisors held 11,431 shares of State Street Financial Select Sector SPDR ETF worth $564K as of Q1 2026.
Florida Financial Advisors sold 11,203 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $584K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Florida Financial Advisors's portfolio in Q1 2026, its #154 holding.
Florida Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.35M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.