IBEX Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IBEX Wealth 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	–	Sell	-17,231	Closed	-$944K	–	214
2025 Q4	$944K	Buy	17,231 +36	+0.2%	+$1.92K	0.09%	103
2025 Q3	$926K	Buy	17,195 +26	+0.2%	+$1.38K	0.09%	121
2025 Q2	$899K	Sell	17,169 -18,684	-52%	-$925K	0.1%	113
2025 Q1	$1.79M	Buy	+35,853	New	+$1.8M	0.24%	81
2021 Q4	–	Sell	-2,157	Closed	-$81K	–	433
2021 Q3	$81K	Buy	+2,157	New	+$80.7K	0.02%	238
2018 Q3	–	Sell	-11,283	Closed	-$304K	–	103
2018 Q2	$304K	Hold	11,283	–	–	0.12%	86
2018 Q1	$304K	Buy	+11,283	New	+$325K	0.12%	84
2017 Q1	–	Sell	-1,198	Closed	-$28K	–	400
2016 Q4	$28K	Buy	+1,198	New	+$25.7K	0.01%	204

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

IBEX Wealth Advisors's XLF Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 17,231 shares — an estimated $944K sold.

IBEX Wealth Advisors first reported a position in XLF in Q4 2016 and held it in 8 quarters. The position peaked at $1.79M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

IBEX Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 17,231 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $944K.
IBEX Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.79M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.