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

Fortis 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	$306K	Sell	6,208 -641	-9%	-$33.4K	0.15%	93
2025 Q4	$375K	Buy	6,849 +336	+5%	+$17.9K	0.2%	82
2025 Q3	$351K	Buy	6,513 +1,701	+35%	+$90.1K	0.2%	84
2025 Q2	$252K	Sell	4,812 -448	-9%	-$22.2K	0.16%	99
2025 Q1	$262K	Buy	+5,260	New	+$264K	0.17%	92
2020 Q1	–	Sell	-300	Closed	-$9K	–	393
2019 Q4	$9K	Hold	300	–	–	0.01%	271
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	275
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	308
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	296
2018 Q4	$7K	Hold	300	–	–	﹤0.01%	281
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	278
2018 Q2	$8K	Sell	300 -100	-25%	-$2.76K	﹤0.01%	280
2018 Q1	$11K	Sell	400 -400	-50%	-$11.5K	0.01%	239
2017 Q4	$47K	Buy	800 +400	+100%	+$10.8K	0.03%	185
2017 Q3	$10K	Hold	400	–	–	0.01%	236
2017 Q2	$10K	Hold	400	–	–	0.01%	85
2017 Q1	$10K	Buy	+400	New	+$9.58K	0.01%	75

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

Fortis Advisors's XLF Position: Q1 2026 in Review

Fortis Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.4% in Q1 2026, selling an estimated $33.4K and leaving 6,208 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #93.

Fortis Advisors first reported a position in XLF in Q1 2017 and has held it in 17 quarters since. The position peaked at $375K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Fortis Advisors held 6,208 shares of State Street Financial Select Sector SPDR ETF worth $306K as of Q1 2026.
Fortis Advisors sold 641 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $33.4K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Fortis Advisors's portfolio in Q1 2026, its #93 holding.
Fortis Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 17 quarters since.
Fortis Advisors's State Street Financial Select Sector SPDR ETF position peaked at $375K 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 Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.