Kaydan Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kaydan Wealth 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	$554K	Buy	11,228 +469	+4%	+$24.4K	0.19%	61
2025 Q4	$589K	Sell	10,759 -1,239	-10%	-$66K	0.17%	58
2025 Q3	$646K	Hold	11,998	–	–	0.18%	57
2025 Q2	$628K	Sell	11,998 -2	-0%	-$99	0.21%	56
2025 Q1	$598K	Sell	12,000 -230	-2%	-$11.5K	0.19%	53
2024 Q4	$591K	Buy	12,230 +709	+6%	+$34.3K	0.2%	55
2024 Q3	$522K	Hold	11,521	–	–	0.15%	58
2024 Q2	$474K	Sell	11,521 -676	-6%	-$27.8K	0.17%	58
2024 Q1	$514K	Buy	12,197 +205	+2%	+$8.09K	0.18%	57
2023 Q4	$451K	Sell	11,992 -1,518	-11%	-$52.6K	0.18%	57
2023 Q3	$448K	Sell	13,510 -414	-3%	-$14.3K	0.18%	57
2023 Q2	$469K	Sell	13,924 -1,977	-12%	-$64.5K	0.2%	53
2023 Q1	$511K	Hold	15,901	–	–	0.21%	50
2022 Q4	$544K	Buy	15,901 +926	+6%	+$31.3K	0.22%	44
2022 Q3	$455K	Hold	14,975	–	–	0.25%	48
2022 Q2	$471K	Hold	14,975	–	–	0.26%	51
2022 Q1	$574K	Sell	14,975 -383,169	-96%	-$15M	0.25%	53
2021 Q4	$15.5M	Buy	+398,144	New	+$15.6M	5.89%	6

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

Kaydan Wealth Management's XLF Position: Q1 2026 in Review

Kaydan Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.4% in Q1 2026, buying an estimated $24.4K and bringing the position to 11,228 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #61.

Kaydan Wealth Management first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.5M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kaydan Wealth Management held 11,228 shares of State Street Financial Select Sector SPDR ETF worth $554K as of Q1 2026.
Kaydan Wealth Management bought 469 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $24.4K.
State Street Financial Select Sector SPDR ETF made up 0.19% of Kaydan Wealth Management's portfolio in Q1 2026, its #61 holding.
Kaydan Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $15.5M in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.