Insigneo Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Insigneo Advisory Services’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	$3.15M	Sell	63,762 -2,358	-4%	-$123K	0.22%	81
2025 Q4	$3.62M	Sell	66,120 -1,725	-3%	-$91.9K	0.26%	62
2025 Q3	$3.65M	Buy	67,845 +3,258	+5%	+$173K	0.26%	64
2025 Q2	$3.38M	Sell	64,587 -14,058	-18%	-$696K	0.29%	58
2025 Q1	$3.92M	Buy	78,645 +2,333	+3%	+$117K	0.4%	39
2024 Q4	$3.69M	Buy	76,312 +18,023	+31%	+$871K	0.38%	42
2024 Q3	$2.64M	Buy	58,289 +2,662	+5%	+$116K	0.27%	73
2024 Q2	$2.27M	Sell	55,627 -25,910	-32%	-$1.07M	0.26%	78
2024 Q1	$3.43M	Sell	81,537 -292	-0.4%	-$11.5K	0.41%	45
2023 Q4	$3.08M	Sell	81,829 -20,966	-20%	-$726K	0.43%	39
2023 Q3	$3.41M	Buy	102,795 +1,648	+2%	+$56.8K	0.69%	22
2023 Q2	$3.41M	Buy	101,147 +58,503	+137%	+$1.91M	0.65%	24
2023 Q1	$1.37M	Sell	42,644 -13,819	-24%	-$480K	0.44%	47
2022 Q4	$1.93M	Buy	+56,463	New	+$1.91M	0.73%	28

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

Insigneo Advisory Services's XLF Position: Q1 2026 in Review

Insigneo Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.6% in Q1 2026, selling an estimated $123K and leaving 63,762 shares worth $3.15M. The position accounts for 0.22% of the portfolio, ranked #81.

Insigneo Advisory Services first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.92M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Insigneo Advisory Services held 63,762 shares of State Street Financial Select Sector SPDR ETF worth $3.15M as of Q1 2026.
Insigneo Advisory Services sold 2,358 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $123K.
State Street Financial Select Sector SPDR ETF made up 0.22% of Insigneo Advisory Services's portfolio in Q1 2026, its #81 holding.
Insigneo Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $3.92M 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.