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

Keebeck 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	$1.25M	Hold	25,242	–	–	0.14%	140
2025 Q4	$1.38M	Buy	25,242 +2	+0%	+$107	0.16%	132
2025 Q3	$1.36M	Sell	25,240 -1,109	-4%	-$58.8K	0.16%	129
2025 Q2	$1.38M	Sell	26,349 -1,220	-4%	-$60.4K	0.18%	122
2025 Q1	$1.37M	Hold	27,569	–	–	0.2%	112
2024 Q4	$1.33M	Sell	27,569 -268	-1%	-$13K	0.19%	112
2024 Q3	$1.26M	Sell	27,837 -2,768	-9%	-$121K	0.18%	117
2024 Q2	$1.26M	Sell	30,605 -4	-0%	-$165	0.18%	120
2024 Q1	$1.29M	Sell	30,609 -137	-0.4%	-$5.41K	0.19%	124
2023 Q4	$1.16M	Sell	30,746 -8,854	-22%	-$307K	0.19%	123
2023 Q3	$1.31M	Sell	39,600 -2,945	-7%	-$101K	0.23%	101
2023 Q2	$1.43M	Sell	42,545 -142	-0.3%	-$4.63K	0.2%	100
2023 Q1	$1.37M	Buy	42,687 +1,661	+4%	+$57.7K	0.22%	96
2022 Q4	$1.4M	Buy	41,026 +5,368	+15%	+$182K	0.25%	89
2022 Q3	$1.08M	Buy	35,658 +3,247	+10%	+$107K	0.21%	104
2022 Q2	$1.02M	Sell	32,411 -9,780	-23%	-$338K	0.19%	110
2022 Q1	$1.62M	Sell	42,191 -37	-0.1%	-$1.45K	0.27%	89
2021 Q4	$1.65M	Buy	42,228 +5,636	+15%	+$222K	0.29%	79
2021 Q3	$1.37M	Sell	36,592 -8,979	-20%	-$336K	0.27%	83
2021 Q2	$1.67M	Buy	45,571 +18,248	+67%	+$668K	0.24%	84
2021 Q1	$930K	Sell	27,323 -7,143	-21%	-$229K	0.14%	116
2020 Q4	$1.02M	Sell	34,466 -243	-0.7%	-$6.5K	0.18%	92
2020 Q3	$835K	Buy	34,709 +250	+0.7%	+$6.08K	0.17%	92
2020 Q2	$797K	Sell	34,459 -29,233	-46%	-$664K	0.25%	82
2020 Q1	$1.33M	Sell	63,692 -5,616	-8%	-$155K	0.55%	39
2019 Q4	$2.13M	Buy	+69,308	New	+$2.03M	0.68%	36

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

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

Keebeck Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 25,242 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #140.

Keebeck Wealth Management first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.13M in Q4 2019. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Keebeck Wealth Management held 25,242 shares of State Street Financial Select Sector SPDR ETF worth $1.25M as of Q1 2026.
Keebeck Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.14% of Keebeck Wealth Management's portfolio in Q1 2026, its #140 holding.
Keebeck Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Keebeck Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.13M in Q4 2019.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.