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

Integrity Financial’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	$170K	Hold	3,451	–	–	0.08%	158
2025 Q4	$189K	Sell	3,451 -1,574	-31%	-$83.9K	0.1%	136
2025 Q3	$271K	Hold	5,025	–	–	0.13%	120
2025 Q2	$263K	Hold	5,025	–	–	0.13%	119
2025 Q1	$250K	Hold	5,025	–	–	0.14%	108
2024 Q4	$243K	Buy	5,025 +529	+12%	+$25.6K	0.14%	105
2024 Q3	$204K	Hold	4,496	–	–	0.12%	118
2024 Q2	$185K	Buy	4,496 +291	+7%	+$12K	0.12%	114
2024 Q1	$177K	Sell	4,205 -94	-2%	-$3.71K	0.12%	112
2023 Q4	$162K	Sell	4,299 -65	-1%	-$2.25K	0.12%	107
2023 Q3	$145K	Sell	4,364 -124	-3%	-$4.27K	0.11%	109
2023 Q2	$151K	Buy	4,488 +5	+0.1%	+$163	0.11%	104
2023 Q1	$144K	Sell	4,483 -14	-0.3%	-$487	0.12%	113
2022 Q4	$154K	Sell	4,497 -23	-0.5%	-$778	0.15%	96
2022 Q3	$137K	Buy	4,520 +172	+4%	+$5.68K	0.14%	95
2022 Q2	$137K	Buy	4,348 +253	+6%	+$8.74K	0.13%	95
2022 Q1	$157K	Buy	4,095 +1,382	+51%	+$54K	0.13%	98
2021 Q4	$106K	Buy	+2,713	New	+$107K	0.08%	111

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

Integrity Financial's XLF Position: Q1 2026 in Review

Integrity Financial held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 3,451 shares worth $170K. The position accounts for 0.08% of the portfolio, ranked #158.

Integrity Financial first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $271K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Integrity Financial held 3,451 shares of State Street Financial Select Sector SPDR ETF worth $170K as of Q1 2026.
Integrity Financial left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of Integrity Financial's portfolio in Q1 2026, its #158 holding.
Integrity Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Integrity Financial's State Street Financial Select Sector SPDR ETF position peaked at $271K 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 Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.