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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$413M Sell
8,365,717
-4,011,147
-32% -$209M 0.46% 48
2025
Q4
$678M Buy
12,376,864
+1,388,978
+13% +$74M 0.77% 29
2025
Q3
$592M Buy
10,987,886
+10,095,014
+1,131% +$535M 0.95% 24
2025
Q2
$46.8M Buy
892,872
+322,474
+57% +$16M 0.1% 191
2025
Q1
$28.4M Sell
570,398
-11,861
-2% -$595K 0.07% 262
2024
Q4
$28.1M Buy
582,259
+284,975
+96% +$13.8M 0.07% 249
2024
Q3
$13.5M Sell
297,284
-84,622
-22% -$3.69M 0.04% 350
2024
Q2
$15.7M Buy
381,906
+177,197
+87% +$7.29M 0.05% 280
2024
Q1
$8.62M Buy
204,709
+175,717
+606% +$6.94M 0.07% 236
2023
Q4
$1.09M Buy
+28,992
New +$1M 0.01% 438

Other funds holding XLF

Focus Partners Wealth's XLF Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 32% in Q1 2026, selling an estimated $209M and leaving 8,365,717 shares worth $413M. The position accounts for 0.46% of the portfolio, ranked #48.

Focus Partners Wealth first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $678M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Focus Partners Wealth held 8,365,717 shares of State Street Financial Select Sector SPDR ETF worth $413M as of Q1 2026.
  • Focus Partners Wealth sold 4,011,147 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $209M.
  • State Street Financial Select Sector SPDR ETF made up 0.46% of Focus Partners Wealth's portfolio in Q1 2026, its #48 holding.
  • Focus Partners Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's State Street Financial Select Sector SPDR ETF position peaked at $678M 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.