Fusion Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fusion Capital’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	$347K	Sell	7,021 -913	-12%	-$47.6K	0.09%	71
2025 Q4	$435K	Sell	7,934 -483	-6%	-$25.7K	0.12%	65
2025 Q3	$441K	Buy	8,417 +283	+3%	+$15K	0.13%	67
2025 Q2	$426K	Sell	8,134 -572	-7%	-$28.3K	0.15%	66
2025 Q1	$434K	Sell	8,706 -554	-6%	-$27.8K	0.17%	60
2024 Q4	$448K	Buy	9,260 +29	+0.3%	+$1.4K	0.18%	62
2024 Q3	$418K	Buy	9,231 +25	+0.3%	+$1.09K	0.18%	60
2024 Q2	$378K	Buy	9,206 +27	+0.3%	+$1.11K	0.17%	60
2024 Q1	$387K	Sell	9,179 -693	-7%	-$27.4K	0.18%	58
2023 Q4	$371K	Buy	9,872 +137	+1%	+$4.74K	0.19%	52
2023 Q3	$323K	Buy	9,735 +35	+0.4%	+$1.21K	0.18%	54
2023 Q2	$327K	Sell	9,700 -610	-6%	-$19.9K	0.18%	56
2023 Q1	$331K	Sell	10,310 -71	-0.7%	-$2.47K	0.19%	52
2022 Q4	$355K	Sell	10,381 -50	-0.5%	-$1.69K	0.21%	49
2022 Q3	$317K	Sell	10,431 -191	-2%	-$6.31K	0.21%	52
2022 Q2	$334K	Buy	10,622 +44	+0.4%	+$1.52K	0.21%	55
2022 Q1	$405K	Buy	10,578 +95	+0.9%	+$3.71K	0.21%	55
2021 Q4	$409K	Buy	10,483 +228	+2%	+$8.96K	0.21%	55
2021 Q3	$385K	Sell	10,255 -167	-2%	-$6.25K	0.23%	53
2021 Q2	$382K	Sell	10,422 -955	-8%	-$34.9K	0.23%	51
2021 Q1	$387K	Sell	11,377 -20	-0.2%	-$642	0.25%	47
2020 Q4	$336K	Sell	11,397 -967	-8%	-$25.9K	0.24%	48
2020 Q3	$298K	Sell	12,364 -1,749	-12%	-$42.5K	0.26%	48
2020 Q2	$327K	Sell	14,113 -1,746	-11%	-$39.6K	0.31%	39
2020 Q1	$330K	Sell	15,859 -137	-0.9%	-$3.77K	0.39%	34
2019 Q4	$492K	Buy	+15,996	New	+$469K	0.44%	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

Fusion Capital's XLF Position: Q1 2026 in Review

Fusion Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q1 2026, selling an estimated $47.6K and leaving 7,021 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #71.

Fusion Capital first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $492K in Q4 2019. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Fusion Capital held 7,021 shares of State Street Financial Select Sector SPDR ETF worth $347K as of Q1 2026.
Fusion Capital sold 913 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $47.6K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Fusion Capital's portfolio in Q1 2026, its #71 holding.
Fusion Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Fusion Capital's State Street Financial Select Sector SPDR ETF position peaked at $492K in Q4 2019.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.