Focus Partners Advisor Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Focus Partners Advisor Solutions’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	$1.76M	Buy	35,686 +6,201	+21%	+$323K	0.02%	384
2025 Q4	$1.61M	Sell	29,485 -5,573	-16%	-$297K	0.02%	357
2025 Q3	$1.87M	Buy	35,058 +8,231	+31%	+$436K	0.02%	355
2025 Q2	$1.4M	Sell	26,827 -8,365	-24%	-$414K	0.02%	358
2025 Q1	$1.75M	Buy	35,192 +3,306	+10%	+$166K	0.03%	275
2024 Q4	$1.54M	Buy	31,886 +9,173	+40%	+$444K	0.03%	262
2024 Q3	$1.03M	Sell	22,713 -8,576	-27%	-$374K	0.02%	291
2024 Q2	$1.29M	Buy	31,289 +2,162	+7%	+$89K	0.03%	215
2024 Q1	$1.23M	Buy	29,127 +18,978	+187%	+$749K	0.04%	213
2023 Q4	$382K	Sell	10,149 -1,582	-13%	-$54.8K	0.02%	293
2023 Q3	$389K	Buy	11,731 +1,666	+17%	+$57.4K	0.02%	302
2023 Q2	$339K	Buy	10,065 +571	+6%	+$18.6K	0.02%	279
2023 Q1	$305K	Buy	9,494 +3,084	+48%	+$107K	0.02%	277
2022 Q4	$219K	Sell	6,410 -1,966	-23%	-$66.5K	0.02%	310
2022 Q3	$254K	Buy	+8,376	New	+$277K	0.02%	339

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

Focus Partners Advisor Solutions's XLF Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, buying an estimated $323K and bringing the position to 35,686 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #384.

Focus Partners Advisor Solutions first reported a position in XLF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Focus Partners Advisor Solutions held 35,686 shares of State Street Financial Select Sector SPDR ETF worth $1.76M as of Q1 2026.
Focus Partners Advisor Solutions bought 6,201 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $323K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #384 holding.
Focus Partners Advisor Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Focus Partners Advisor Solutions's State Street Financial Select Sector SPDR ETF position peaked at $1.87M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.