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

Foundations Investment 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	$11.4M	Buy	231,349 +203,583	+733%	+$10.6M	0.14%	153
2025 Q4	$1.52M	Sell	27,766 -87,640	-76%	-$4.67M	0.02%	406
2025 Q3	$6.22M	Sell	115,406 -20,694	-15%	-$1.1M	0.09%	174
2025 Q2	$7.13M	Sell	136,100 -36,703	-21%	-$1.82M	0.11%	160
2025 Q1	$8.61M	Sell	172,803 -725,323	-81%	-$36.4M	0.16%	139
2024 Q4	$43.4M	Buy	898,126 +98,444	+12%	+$4.76M	0.84%	29
2024 Q3	$36.2M	Sell	799,682 -348,159	-30%	-$15.2M	0.76%	32
2024 Q2	$47.2M	Buy	1,147,841 +34,581	+3%	+$1.42M	1.15%	22
2024 Q1	$46.9M	Buy	1,113,260 +91,270	+9%	+$3.6M	1.23%	17
2023 Q4	$39.7M	Buy	1,021,990 +962,378	+1,614%	+$33.3M	1.06%	22
2023 Q3	$1.98M	Buy	59,612 +34,858	+141%	+$1.2M	0.06%	218
2023 Q2	$834K	Sell	24,754 -6,109	-20%	-$199K	0.03%	286
2023 Q1	$992K	Sell	30,863 -10,359	-25%	-$360K	0.04%	243
2022 Q4	$1.41M	Buy	41,222 +1,338	+3%	+$45.3K	0.06%	170
2022 Q3	$1.21M	Buy	39,884 +16,629	+72%	+$550K	0.05%	147
2022 Q2	$737K	Sell	23,255 -215,462	-90%	-$7.45M	0.03%	179
2022 Q1	$8.81M	Buy	238,717 +122,979	+106%	+$4.81M	0.34%	29
2021 Q4	$4.79M	Buy	115,738 +43,804	+61%	+$1.72M	0.18%	48
2021 Q3	$2.77M	Buy	71,934 +34,216	+91%	+$1.28M	0.12%	64
2021 Q2	$1.39M	Buy	37,718 +22,550	+149%	+$825K	0.07%	88
2021 Q1	$528K	Buy	+15,168	New	+$487K	0.03%	131
2020 Q1	–	Sell	-119,866	Closed	-$3.68M	–	150
2019 Q4	$3.68M	Buy	+119,866	New	+$3.52M	0.45%	20
2019 Q2	–	Sell	-1,439,496	Closed	-$37M	–	129
2019 Q1	$37M	Buy	1,439,496 +1,300,864	+938%	+$33.6M	6.43%	7
2018 Q4	$3.62M	Buy	+138,632	New	+$3.6M	0.77%	18

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

Foundations Investment Advisors's XLF Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 733% in Q1 2026, buying an estimated $10.6M and bringing the position to 231,349 shares worth $11.4M. The position accounts for 0.14% of the portfolio, ranked #153.

Foundations Investment Advisors first reported a position in XLF in Q4 2018 and has held it in 24 quarters since. The position peaked at $47.2M in Q2 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Foundations Investment Advisors held 231,349 shares of State Street Financial Select Sector SPDR ETF worth $11.4M as of Q1 2026.
Foundations Investment Advisors bought 203,583 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $10.6M.
State Street Financial Select Sector SPDR ETF made up 0.14% of Foundations Investment Advisors's portfolio in Q1 2026, its #153 holding.
Foundations Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
Foundations Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $47.2M in Q2 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.