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

IFS 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	$2.96K	Hold	60	–	–	﹤0.01%	167
2025 Q4	$3.29K	Hold	60	–	–	﹤0.01%	142
2025 Q3	$3.23K	Hold	60	–	–	﹤0.01%	136
2025 Q2	$3.14K	Hold	60	–	–	﹤0.01%	125
2025 Q1	$2.99K	Hold	60	–	–	﹤0.01%	146
2024 Q4	$2.9K	Hold	60	–	–	﹤0.01%	135
2024 Q3	$2.72K	Hold	60	–	–	﹤0.01%	113
2024 Q2	$2.47K	Hold	60	–	–	﹤0.01%	111
2024 Q1	$2.53K	Hold	60	–	–	﹤0.01%	109
2023 Q4	$2.26K	Hold	60	–	–	﹤0.01%	110
2023 Q3	$1.99K	Hold	60	–	–	﹤0.01%	107
2023 Q2	$2.02K	Hold	60	–	–	0.01%	105
2023 Q1	$1.93K	Hold	60	–	–	0.01%	83
2022 Q4	$2.05K	Hold	60	–	–	﹤0.01%	89
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	101
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	100
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	97
2021 Q4	$2K	Buy	+60	New	+$2.36K	﹤0.01%	104
2021 Q1	–	Sell	-60	Closed	-$1K	–	153
2020 Q4	$1K	Buy	+60	New	+$1.6K	﹤0.01%	161

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

IFS Advisors's XLF Position: Q1 2026 in Review

IFS Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 60 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

IFS Advisors first reported a position in XLF in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.29K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

IFS Advisors held 60 shares of State Street Financial Select Sector SPDR ETF worth $2.96K as of Q1 2026.
IFS Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #167 holding.
IFS Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.29K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.