Founders Financial Securities’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Founders Financial Securities’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	$8.51M	Sell	165,774 -108,239	-40%	-$5.64M	0.48%	44
2025 Q4	$15M	Sell	274,013 -27,640	-9%	-$1.47M	0.88%	23
2025 Q3	$16.3M	Buy	301,653 +57,548	+24%	+$3.05M	1.11%	20
2025 Q2	$12.8M	Buy	244,105 +40,493	+20%	+$2M	0.97%	23
2025 Q1	$9.81M	Sell	203,612 -52,510	-21%	-$2.63M	0.83%	26
2024 Q4	$12.4M	Buy	256,122 +47,577	+23%	+$2.3M	1.12%	20
2024 Q3	$9.45M	Sell	208,545 -36,534	-15%	-$1.59M	0.87%	31
2024 Q2	$10.1M	Buy	245,079 +29,000	+13%	+$1.19M	0.95%	30
2024 Q1	$9.1M	Buy	216,079 +56,565	+35%	+$2.23M	0.95%	29
2023 Q4	$6M	Buy	159,514 +61,044	+62%	+$2.11M	0.67%	36
2023 Q3	$3.27M	Buy	98,470 +25,279	+35%	+$871K	0.42%	59
2023 Q2	$2.47M	Sell	73,191 -20,789	-22%	-$678K	0.33%	66
2023 Q1	$3.02M	Buy	93,980 +17,949	+24%	+$624K	0.44%	55
2022 Q4	$2.6M	Buy	76,031 +44,268	+139%	+$1.5M	0.41%	61
2022 Q3	$964K	Buy	31,763 +2,488	+8%	+$82.2K	0.17%	121
2022 Q2	$921K	Sell	29,275 -24,640	-46%	-$852K	0.18%	105
2022 Q1	$2.07M	Buy	53,915 +16,363	+44%	+$640K	0.37%	66
2021 Q4	$1.47M	Buy	37,552 +4,559	+14%	+$179K	0.26%	81
2021 Q3	$1.24M	Buy	32,993 +10,291	+45%	+$385K	0.25%	85
2021 Q2	$833K	Buy	+22,702	New	+$830K	0.17%	127
2017 Q2	–	Sell	-65,906	Closed	-$1.56M	–	112
2017 Q1	$1.56M	Buy	+65,906	New	+$1.58M	0.59%	36

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

Founders Financial Securities's XLF Position: Q1 2026 in Review

Founders Financial Securities reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 40% in Q1 2026, selling an estimated $5.64M and leaving 165,774 shares worth $8.51M. The position accounts for 0.48% of the portfolio, ranked #44.

Founders Financial Securities first reported a position in XLF in Q1 2017 and has held it in 21 quarters since. The position peaked at $16.3M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Founders Financial Securities held 165,774 shares of State Street Financial Select Sector SPDR ETF worth $8.51M as of Q1 2026.
Founders Financial Securities sold 108,239 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.64M.
State Street Financial Select Sector SPDR ETF made up 0.48% of Founders Financial Securities's portfolio in Q1 2026, its #44 holding.
Founders Financial Securities first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 21 quarters since.
Founders Financial Securities's State Street Financial Select Sector SPDR ETF position peaked at $16.3M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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