Focused Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Focused Wealth Management’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
2020 Q3	–	Sell	-9,000	Closed	-$15K	–	883
2020 Q2	$15K	Buy	+9,000	New	+$204K	﹤0.01%	449
2019 Q4	–	Sell	-25,000	Closed	-$4K	–	781
2019 Q3	$4K	Buy	+25,000	New	+$690K	﹤0.01%	601

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

Focused Wealth Management's XLF Position: Q1 2026 in Review

Focused Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q1 2026, selling an estimated $9.15M and leaving 305,814 shares worth $15.1M. The position accounts for 1.57% of the portfolio, ranked #12.

Focused Wealth Management first reported a position in XLF in Q3 2013 and has held it in 51 quarters since. The position peaked at $26.4M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Focused Wealth Management held 305,814 shares of State Street Financial Select Sector SPDR ETF worth $15.1M as of Q1 2026.
Focused Wealth Management sold 175,629 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $9.15M.
State Street Financial Select Sector SPDR ETF made up 1.57% of Focused Wealth Management's portfolio in Q1 2026, its #12 holding.
Focused Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 51 quarters since.
Focused Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $26.4M 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 Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.