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Freedom Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Freedom Investment 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
2026
Q1 		$409K Sell
8,289
-3,454
-29% -$180K 0.12% 57
2025
Q4 		$643K Sell
11,743
-15,122
-56% -$806K 0.19% 50
2025
Q3 		$1.45M Sell
26,865
-137,787
-84% -$7.3M 0.38% 32
2025
Q2 		$8.62M Sell
164,652
-27,094
-14% -$1.34M 0.69% 28
2025
Q1 		$9.55M Sell
191,746
-5,459
-3% -$274K 0.8% 21
2024
Q4 		$9.53M Buy
197,205
+27,590
+16% +$1.33M 0.79% 27
2024
Q3 		$7.69M Buy
169,615
+46,104
+37% +$2.01M 0.61% 31
2024
Q2 		$5.08M Buy
123,511
+51,798
+72% +$2.13M 0.42% 50
2024
Q1 		$3.02M Buy
71,713
+40,008
+126% +$1.58M 0.24% 75
2023
Q4 		$1.19M Sell
31,705
-16,525
-34% -$572K 0.1% 194
2023
Q3 		$1.6M Buy
+48,230
New +$1.66M 0.2% 118
2022
Q2 		– Sell
-16,309
Closed -$625K – 846
2022
Q1 		$625K Buy
+16,309
New +$637K 0.06% 414
2021
Q4 		– Sell
-11,860
Closed -$445K – 919
2021
Q3 		$445K Buy
+11,860
New +$444K 0.03% 534
2021
Q2 		– Sell
-78,825
Closed -$2.68M – 915
2021
Q1 		$2.68M Sell
78,825
-92,558
-54% -$2.97M 0.21% 113
2020
Q4 		$5.05M Buy
+171,383
New +$4.59M 0.56% 36
2020
Q1 		– Sell
-72,821
Closed -$2.24M – 721
2019
Q4 		$2.24M Buy
72,821
+12,007
+20% +$352K 0.2% 116
2019
Q3 		$1.7M Buy
60,814
+28,982
+91% +$800K 0.15% 142
2019
Q2 		$879K Buy
+31,832
New +$862K 0.07% 242
2018
Q2 		– Sell
-182,822
Closed -$5.04M – 1157
2018
Q1 		$5.04M Buy
+182,822
New +$5.26M 0.26% 47
2017
Q2 		– Sell
-170,838
Closed -$4.05M – 1136
2017
Q1 		$4.05M Buy
+170,838
New +$4.09M 0.24% 46
2016
Q4 		– Sell
-17,169
Closed -$331K – 1058
2016
Q3 		$331K Buy
+17,169
New +$354K 0.02% 590
2016
Q2 		– Sell
-25,200
Closed -$498K – 905
2016
Q1 		$498K Sell
25,200
-5,012
-17% -$95.5K 0.04% 402
2015
Q4 		$632K Buy
30,212
+25,642
+561% +$540K 0.05% 323
2015
Q3 		$206K Sell
4,570
-38,929
-89% -$825K 0.02% 602
2015
Q2 		$931K Buy
43,499
+22,411
+106% +$484K 0.1% 170
2015
Q1 		$446K Buy
+21,088
New +$446K 0.05% 346

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedom Investment Management's XLF Position: Q1 2026 in Review

Freedom Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q1 2026, selling an estimated $180K and leaving 8,289 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #57.

Freedom Investment Management first reported a position in XLF in Q1 2015 and has held it in 26 quarters since. The position peaked at $9.55M in Q1 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Freedom Investment Management held 8,289 shares of State Street Financial Select Sector SPDR ETF worth $409K as of Q1 2026.
  • Freedom Investment Management sold 3,454 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $180K.
  • State Street Financial Select Sector SPDR ETF made up 0.12% of Freedom Investment Management's portfolio in Q1 2026, its #57 holding.
  • Freedom Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 26 quarters since.
  • Freedom Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $9.55M in Q1 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.