JTC Employer Solutions Trustee’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JTC Employer Solutions Trustee’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	$114K	Hold	2,317	–	–	0.01%	199
2025 Q4	$127K	Hold	2,317	–	–	0.01%	194
2025 Q3	$125K	Hold	2,317	–	–	0.01%	197
2025 Q2	$121K	Hold	2,317	–	–	0.01%	181
2025 Q1	$115K	Hold	2,317	–	–	0.01%	188
2024 Q4	$112K	Hold	2,317	–	–	0.01%	186
2024 Q3	$105K	Hold	2,317	–	–	0.01%	195
2024 Q2	$95K	Hold	2,317	–	–	0.01%	205
2024 Q1	$97K	Hold	2,317	–	–	0.01%	202
2023 Q4	$87K	Hold	2,317	–	–	0.01%	210
2023 Q3	$77K	Hold	2,317	–	–	0.01%	219
2023 Q2	$78K	Hold	2,317	–	–	0.01%	224
2023 Q1	$74K	Buy	+2,317	New	+$80.5K	0.01%	233

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

JTC Employer Solutions Trustee's XLF Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 2,317 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #199.

JTC Employer Solutions Trustee first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $127K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

JTC Employer Solutions Trustee held 2,317 shares of State Street Financial Select Sector SPDR ETF worth $114K as of Q1 2026.
JTC Employer Solutions Trustee left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #199 holding.
JTC Employer Solutions Trustee first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
JTC Employer Solutions Trustee's State Street Financial Select Sector SPDR ETF position peaked at $127K 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 JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.