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

INVST’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	$2.8M	Sell	56,644 -16,023	-22%	-$835K	0.32%	59
2025 Q4	$3.98M	Buy	72,667 +2,715	+4%	+$145K	0.43%	50
2025 Q3	$3.77M	Buy	69,952 +28,858	+70%	+$1.53M	0.43%	48
2025 Q2	$2.15M	Sell	41,094 -8,685	-17%	-$430K	0.27%	67
2025 Q1	$2.48M	Buy	49,779 +1,478	+3%	+$74.1K	0.34%	63
2024 Q4	$2.33M	Buy	48,301 +16,600	+52%	+$803K	0.28%	68
2024 Q3	$1.44M	Buy	31,701 +24,977	+371%	+$1.09M	0.17%	81
2024 Q2	$277K	Buy	+6,724	New	+$277K	0.03%	222

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

INVST's XLF Position: Q1 2026 in Review

INVST reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, selling an estimated $835K and leaving 56,644 shares worth $2.8M. The position accounts for 0.32% of the portfolio, ranked #59.

INVST first reported a position in XLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.98M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

INVST held 56,644 shares of State Street Financial Select Sector SPDR ETF worth $2.8M as of Q1 2026.
INVST sold 16,023 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $835K.
State Street Financial Select Sector SPDR ETF made up 0.32% of INVST's portfolio in Q1 2026, its #59 holding.
INVST first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
INVST's State Street Financial Select Sector SPDR ETF position peaked at $3.98M 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 INVST's 13F filing for Q1 2026, filed 13 May 2026.