Fortem Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fortem Financial Group’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	$512K	Sell	10,365 -842	-8%	-$43.9K	0.13%	121
2025 Q4	$614K	Buy	11,207 +1,686	+18%	+$89.8K	0.16%	105
2025 Q3	$513K	Buy	9,521 +528	+6%	+$28K	0.15%	111
2025 Q2	$471K	Sell	8,993 -2,212	-20%	-$109K	0.15%	113
2025 Q1	$558K	Sell	11,205 -26	-0.2%	-$1.3K	0.22%	115
2024 Q4	$543K	Buy	11,231 +5,126	+84%	+$248K	0.21%	114
2024 Q3	$277K	Buy	+6,105	New	+$266K	0.11%	150
2024 Q1	–	Sell	-6,523	Closed	-$245K	–	171
2023 Q4	$245K	Buy	+6,523	New	+$226K	0.12%	151
2023 Q1	–	Sell	-133,024	Closed	-$4.55M	–	166
2022 Q4	$4.55M	Buy	+133,024	New	+$4.5M	2.67%	4
2022 Q2	–	Sell	-5,265	Closed	-$202K	–	212
2022 Q1	$202K	Sell	5,265 -20,143	-79%	-$787K	0.09%	161
2021 Q4	$992K	Buy	25,408 +15,972	+169%	+$628K	0.45%	76
2021 Q3	$354K	Buy	9,436 +1,020	+12%	+$38.2K	0.18%	131
2021 Q2	$309K	Buy	+8,416	New	+$308K	0.16%	147
2021 Q1	–	Sell	-2,100	Closed	-$62K	–	439
2020 Q4	$62K	Buy	+2,100	New	+$56.2K	0.04%	224
2020 Q3	–	Sell	-41,041	Closed	-$950K	–	162
2020 Q2	$950K	Buy	+41,041	New	+$932K	0.73%	51
2020 Q1	–	Sell	-8,601	Closed	-$265K	–	148
2019 Q4	$265K	Sell	8,601 -170	-2%	-$4.99K	0.2%	93
2019 Q3	$246K	Sell	8,771 -7,852	-47%	-$217K	0.21%	92
2019 Q2	$459K	Buy	16,623 +3,275	+25%	+$88.7K	0.46%	53
2019 Q1	$343K	Sell	13,348 -53,555	-80%	-$1.38M	0.36%	61
2018 Q4	$1.59M	Buy	+66,903	New	+$1.74M	1.92%	11

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

Fortem Financial Group's XLF Position: Q1 2026 in Review

Fortem Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.5% in Q1 2026, selling an estimated $43.9K and leaving 10,365 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #121.

Fortem Financial Group first reported a position in XLF in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.55M in Q4 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Fortem Financial Group held 10,365 shares of State Street Financial Select Sector SPDR ETF worth $512K as of Q1 2026.
Fortem Financial Group sold 842 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $43.9K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Fortem Financial Group's portfolio in Q1 2026, its #121 holding.
Fortem Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Fortem Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $4.55M in Q4 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.