Howe & Rusling’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Howe & Rusling’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	$5.75M	Buy	116,450 +41,156	+55%	+$2.14M	0.38%	72
2025 Q4	$4.12M	Buy	75,294 +6,988	+10%	+$372K	0.27%	84
2025 Q3	$3.68M	Buy	68,306 +42,841	+168%	+$2.27M	0.25%	85
2025 Q2	$1.33M	Buy	25,465 +5,097	+25%	+$252K	0.1%	113
2025 Q1	$1.01M	Buy	20,368 +3,470	+21%	+$174K	0.09%	117
2024 Q4	$817K	Buy	16,898 +4,079	+32%	+$197K	0.07%	121
2024 Q3	$581K	Sell	12,819 -9,846	-43%	-$430K	0.05%	142
2024 Q2	$932K	Buy	22,665 +14,529	+179%	+$598K	0.09%	118
2024 Q1	$343K	Sell	8,136 -4,847	-37%	-$191K	0.03%	189
2023 Q4	$488K	Buy	12,983 +6,944	+115%	+$240K	0.05%	139
2023 Q3	$200K	Buy	6,039 +877	+17%	+$30.2K	0.02%	215
2023 Q2	$174K	Buy	5,162 +3,678	+248%	+$120K	0.02%	226
2023 Q1	$47.7K	Sell	1,484 -24	-2%	-$834	0.01%	246
2022 Q4	$51.6K	Buy	1,508 +1,097	+267%	+$37.1K	0.01%	237
2022 Q3	$12K	Buy	411 +1	+0.2%	+$33	﹤0.01%	516
2022 Q2	$13K	Buy	410 +301	+276%	+$10.4K	﹤0.01%	500
2022 Q1	$4K	Buy	109 +1	+0.9%	+$39	﹤0.01%	748
2021 Q4	$4K	Buy	+108	New	+$4.25K	﹤0.01%	769
2019 Q1	–	Sell	-517	Closed	-$12K	–	897
2018 Q4	$12K	Buy	+517	New	+$13.4K	﹤0.01%	422
2018 Q2	–	Sell	-180	Closed	-$5K	–	952
2018 Q1	$5K	Sell	180 -405	-69%	-$11.7K	﹤0.01%	626
2017 Q4	$16K	Buy	585 +518	+773%	+$13.9K	﹤0.01%	409
2017 Q3	$2K	Buy	+67	New	+$1.67K	﹤0.01%	786
2017 Q1	–	Sell	-801	Closed	-$19K	–	1064
2016 Q4	$19K	Buy	801 +726	+968%	+$15.6K	﹤0.01%	374
2016 Q3	$1K	Sell	75 -912	-92%	-$18.8K	﹤0.01%	990
2016 Q2	$20K	Buy	987 +902	+1,061%	+$18.3K	﹤0.01%	352
2016 Q1	$2K	Sell	85 -576	-87%	-$11K	﹤0.01%	885
2015 Q4	$14K	Hold	661	–	–	﹤0.01%	444
2015 Q3	$13K	Buy	661 +576	+678%	+$12.2K	﹤0.01%	460
2015 Q2	$2K	Hold	85	–	–	﹤0.01%	894
2015 Q1	$2K	Sell	85 -467	-85%	-$9.88K	﹤0.01%	799
2014 Q4	$12K	Buy	552 +467	+549%	+$9.78K	﹤0.01%	477
2014 Q3	$2K	Hold	85	–	–	﹤0.01%	767
2014 Q2	$2K	Buy	+85	New	+$1.66K	﹤0.01%	727
2014 Q1	–	Sell	-85	Closed	-$2K	–	943
2013 Q4	$2K	Sell	85 -86	-50%	-$1.58K	﹤0.01%	707
2013 Q3	$3K	Sell	171 -1,515	-90%	-$26.9K	﹤0.01%	768
2013 Q2	$29K	Buy	+1,686	New	+$28.3K	0.01%	428

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 $424B AUM 22.94% 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

Howe & Rusling's XLF Position: Q1 2026 in Review

Howe & Rusling increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 55% in Q1 2026, buying an estimated $2.14M and bringing the position to 116,450 shares worth $5.75M. The position accounts for 0.38% of the portfolio, ranked #72.

Howe & Rusling first reported a position in XLF in Q2 2013 and has held it in 36 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Howe & Rusling held 116,450 shares of State Street Financial Select Sector SPDR ETF worth $5.75M as of Q1 2026.
Howe & Rusling bought 41,156 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.14M.
State Street Financial Select Sector SPDR ETF made up 0.38% of Howe & Rusling's portfolio in Q1 2026, its #72 holding.
Howe & Rusling first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.