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Journey Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Journey Advisory Group’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
2023
Q1 		– Hold
0
– -$1.09M – 250
2022
Q4 		– Hold
0
– – – 87

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Journey Advisory Group's XLF Position: Q1 2026 in Review

Journey Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.2% in Q1 2026, buying an estimated $52.1K and bringing the position to 32,468 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #116.

Journey Advisory Group first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.72M in Q4 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Journey Advisory Group held 32,468 shares of State Street Financial Select Sector SPDR ETF worth $1.6M as of Q1 2026.
  • Journey Advisory Group bought 1,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $52.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of Journey Advisory Group's portfolio in Q1 2026, its #116 holding.
  • Journey Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $1.72M in Q4 2025.
  • 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.