Journey Strategic Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Journey Strategic Wealth’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	$274K	Sell	5,551 -1,731	-24%	-$90.2K	0.01%	593
2025 Q4	$399K	Sell	7,282 -234	-3%	-$12.5K	0.01%	384
2025 Q3	$405K	Sell	7,516 -991	-12%	-$52.5K	0.01%	353
2025 Q2	$445K	Buy	8,507 +808	+10%	+$40K	0.01%	317
2025 Q1	$383K	Buy	7,699 +458	+6%	+$23K	0.01%	283
2024 Q4	$350K	Sell	7,241 -583	-7%	-$28.2K	0.01%	297
2024 Q3	$355K	Buy	7,824 +160	+2%	+$6.98K	0.01%	290
2024 Q2	$315K	Buy	+7,664	New	+$315K	0.01%	240

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

Journey Strategic Wealth's XLF Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q1 2026, selling an estimated $90.2K and leaving 5,551 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #593.

Journey Strategic Wealth first reported a position in XLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $445K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Journey Strategic Wealth held 5,551 shares of State Street Financial Select Sector SPDR ETF worth $274K as of Q1 2026.
Journey Strategic Wealth sold 1,731 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $90.2K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #593 holding.
Journey Strategic Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Journey Strategic Wealth's State Street Financial Select Sector SPDR ETF position peaked at $445K in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.