J. Safra Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

J. Safra Asset 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	$129M	Buy	2,619,257 +832,728	+47%	+$43.4M	6.97%	4
2025 Q4	$97.8M	Buy	1,786,529 +80,670	+5%	+$4.3M	5.13%	6
2025 Q3	$91.9M	Buy	1,705,859 +49,175	+3%	+$2.61M	5.58%	6
2025 Q2	$86.8M	Buy	1,656,684 +51,317	+3%	+$2.54M	6.04%	5
2025 Q1	$80M	Buy	1,605,367 +36,127	+2%	+$1.81M	6.5%	4
2024 Q4	$75.8M	Buy	1,569,240 +99,774	+7%	+$4.82M	6.16%	5
2024 Q3	$66.3M	Buy	1,469,466 +29,582	+2%	+$1.29M	6.3%	5
2024 Q2	$59.2M	Buy	1,439,884 +32,743	+2%	+$1.35M	5.97%	7
2024 Q1	$59.3M	Sell	1,407,141 -484,616	-26%	-$19.1M	6.71%	6
2023 Q4	$71.1M	Sell	1,891,757 -200,089	-10%	-$6.93M	10%	4
2023 Q3	$69.4M	Sell	2,091,846 -9,165	-0.4%	-$316K	10.11%	4
2023 Q2	$70.8M	Buy	2,101,011 +35,349	+2%	+$1.15M	9.83%	4
2023 Q1	$66.4M	Buy	2,065,662 +629,261	+44%	+$21.9M	10.5%	4
2022 Q4	$49.1M	Buy	1,436,401 +1,384,909	+2,690%	+$46.8M	8.65%	5
2022 Q3	$1.7M	Buy	51,492 +47,136	+1,082%	+$1.56M	28.18%	1
2022 Q2	$51K	Sell	4,356 -64,215	-94%	-$2.22M	0.87%	11
2022 Q1	$1.79M	Sell	68,571 -2,138	-3%	-$83.6K	33.3%	1
2021 Q4	$1.81M	Sell	70,709 -2,719,155	-97%	-$107M	37.27%	1
2021 Q3	$105M	Buy	2,789,864 +2,758,097	+8,682%	+$103M	25.36%	2
2021 Q2	$920K	Sell	31,767 -8,172	-20%	-$299K	0.44%	9
2021 Q1	$1.36M	Buy	39,939 +33,970	+569%	+$1.09M	0.64%	8
2020 Q4	$176K	Sell	5,969 -69,290	-92%	-$1.85M	0.09%	20
2020 Q3	$1.81M	Sell	75,259 -57,099	-43%	-$1.39M	1.05%	8
2020 Q2	$3.02M	Sell	132,358 -2,395,190	-95%	-$54.4M	2.27%	5
2020 Q1	$121M	Buy	2,527,548 +2,402,545	+1,922%	+$66.1M	16.82%	2
2019 Q4	$3.83M	Buy	+125,003	New	+$3.67M	3.94%	4
2016 Q4	$13M	Buy	560,884 +234,622	+72%	+$5.03M	24.75%	1
2016 Q3	$6.3M	Buy	326,262 +1,726	+0.5%	+$35.6K	11.03%	3
2016 Q2	$6.51M	Sell	324,536 -106,127	-25%	-$2.15M	10.61%	4
2016 Q1	$8.51M	Sell	430,663 -20,861	-5%	-$397K	6.92%	4
2015 Q4	$9.45M	Buy	+451,524	New	+$9.51M	7.24%	2

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

J. Safra Asset Management's XLF Position: Q1 2026 in Review

J. Safra Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 47% in Q1 2026, buying an estimated $43.4M and bringing the position to 2,619,257 shares worth $129M. The position accounts for 6.97% of the portfolio, ranked #4.

J. Safra Asset Management first reported a position in XLF in Q4 2015 and has held it in 31 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

J. Safra Asset Management held 2,619,257 shares of State Street Financial Select Sector SPDR ETF worth $129M as of Q1 2026.
J. Safra Asset Management bought 832,728 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $43.4M.
State Street Financial Select Sector SPDR ETF made up 6.97% of J. Safra Asset Management's portfolio in Q1 2026, its #4 holding.
J. Safra Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 31 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.