IHT Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IHT Wealth 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	$16.7M	Sell	337,852 -46,470	-12%	-$2.42M	0.39%	56
2025 Q4	$21M	Sell	384,322 -14,724	-4%	-$785K	0.51%	36
2025 Q3	$21.5M	Buy	399,046 +27,818	+7%	+$1.47M	0.54%	31
2025 Q2	$19.4M	Buy	371,228 +59,451	+19%	+$2.94M	0.53%	36
2025 Q1	$15.5M	Buy	311,777 +32,720	+12%	+$1.64M	0.49%	44
2024 Q4	$13.5M	Buy	279,057 +19,941	+8%	+$964K	0.44%	51
2024 Q3	$11.7M	Buy	259,116 +103,513	+67%	+$4.52M	0.33%	57
2024 Q2	$6.4M	Sell	155,603 -19,132	-11%	-$787K	0.24%	86
2024 Q1	$7.36M	Buy	174,735 +44,054	+34%	+$1.74M	0.3%	66
2023 Q4	$4.91M	Sell	130,681 -4,765	-4%	-$165K	0.22%	99
2023 Q3	$4.49M	Sell	135,446 -80,455	-37%	-$2.77M	0.23%	99
2023 Q2	$7.28M	Sell	215,901 -13,031	-6%	-$425K	0.38%	50
2023 Q1	$7.36M	Buy	228,932 +80,666	+54%	+$2.8M	0.42%	46
2022 Q4	$5.07M	Buy	148,266 +11,484	+8%	+$388K	0.32%	72
2022 Q3	$4.15M	Buy	136,782 +33,668	+33%	+$1.11M	0.32%	65
2022 Q2	$3.24M	Sell	103,114 -80,063	-44%	-$2.77M	0.29%	74
2022 Q1	$7.02M	Buy	183,177 +55,710	+44%	+$2.18M	0.53%	33
2021 Q4	$4.98M	Sell	127,467 -4,323	-3%	-$170K	0.37%	52
2021 Q3	$4.95M	Sell	131,790 -23,906	-15%	-$894K	0.4%	47
2021 Q2	$5.71M	Buy	155,696 +76,429	+96%	+$2.8M	0.36%	52
2021 Q1	$2.7M	Buy	79,267 +1,756	+2%	+$56.4K	0.19%	117
2020 Q4	$2.29M	Buy	77,511 +2,251	+3%	+$60.2K	0.19%	122
2020 Q3	$1.81M	Sell	75,260 -7,527	-9%	-$183K	0.18%	125
2020 Q2	$1.92M	Sell	82,787 -12,625	-13%	-$287K	0.26%	91
2020 Q1	$1.99M	Buy	95,412 +41,417	+77%	+$1.14M	0.29%	88
2019 Q4	$1.66M	Sell	53,995 -11,351	-17%	-$333K	0.2%	125
2019 Q3	$1.83M	Sell	65,346 -14,372	-18%	-$397K	0.25%	95
2019 Q2	$2.2M	Buy	79,718 +7,147	+10%	+$194K	0.32%	74
2019 Q1	$1.87M	Sell	72,571 -12,773	-15%	-$330K	0.31%	82
2018 Q4	$2.03M	Buy	85,344 +2,692	+3%	+$69.9K	0.39%	65
2018 Q3	$2.28M	Buy	82,652 +10,384	+14%	+$291K	0.49%	43
2018 Q2	$1.92M	Buy	72,268 +42,619	+144%	+$1.18M	0.49%	48
2018 Q1	$799K	Buy	29,649 +7,409	+33%	+$213K	0.21%	122
2017 Q4	$631K	Buy	22,240 +9,452	+74%	+$254K	0.17%	151
2017 Q3	$336K	Buy	12,788 +300	+2%	+$7.49K	0.14%	169
2017 Q2	$405	Buy	12,488 +2,319	+23%	+$55K	0.2%	128
2017 Q1	$239K	Buy	10,169 +2,450	+32%	+$58.7K	0.16%	156
2016 Q4	$181K	Buy	+7,719	New	+$166K	0.14%	182

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

IHT Wealth Management's XLF Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q1 2026, selling an estimated $2.42M and leaving 337,852 shares worth $16.7M. The position accounts for 0.39% of the portfolio, ranked #56.

IHT Wealth Management first reported a position in XLF in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.5M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

IHT Wealth Management held 337,852 shares of State Street Financial Select Sector SPDR ETF worth $16.7M as of Q1 2026.
IHT Wealth Management sold 46,470 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.42M.
State Street Financial Select Sector SPDR ETF made up 0.39% of IHT Wealth Management's portfolio in Q1 2026, its #56 holding.
IHT Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
IHT Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $21.5M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.