Intelligence Driven Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Intelligence Driven Advisers’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	-20,115	Closed	-$1.1M	–	151
2025 Q4	$1.1M	Buy	20,115 +150	+0.8%	+$7.99K	0.16%	48
2025 Q3	$1.08M	Hold	19,965	–	–	0.15%	45
2025 Q2	$1.05M	Buy	+19,965	New	+$988K	0.16%	46
2020 Q3	–	Sell	-11,966	Closed	-$277K	–	106
2020 Q2	$277K	Buy	+11,966	New	+$272K	0.1%	74

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intelligence Driven Advisers's XLF Position: Q1 2026 in Review

Intelligence Driven Advisers sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 20,115 shares — an estimated $1.1M sold.

Intelligence Driven Advisers first reported a position in XLF in Q2 2020 and held it in 4 quarters. The position peaked at $1.1M in Q4 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Intelligence Driven Advisers reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Intelligence Driven Advisers sold 20,115 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.1M.
Intelligence Driven Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 4 quarters.
Intelligence Driven Advisers's State Street Financial Select Sector SPDR ETF position peaked at $1.1M in Q4 2025.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.