Kestra Private Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kestra Private Wealth Services’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	$7.28M	Buy	147,464 +2,511	+2%	+$131K	0.09%	248
2025 Q4	$7.94M	Buy	144,953 +4,956	+4%	+$264K	0.1%	225
2025 Q3	$7.54M	Sell	139,997 -6,889	-5%	-$365K	0.1%	227
2025 Q2	$7.69M	Sell	146,886 -846	-0.6%	-$41.9K	0.11%	211
2025 Q1	$7.36M	Buy	147,732 +5,355	+4%	+$269K	0.12%	188
2024 Q4	$6.88M	Buy	142,377 +9,194	+7%	+$445K	0.12%	191
2024 Q3	$6.04M	Buy	133,183 +1,420	+1%	+$62K	0.11%	206
2024 Q2	$5.42M	Buy	131,763 +17,815	+16%	+$733K	0.11%	209
2024 Q1	$4.8M	Buy	113,948 +28,827	+34%	+$1.14M	0.11%	207
2023 Q4	$3.2M	Buy	85,121 +7,107	+9%	+$246K	0.08%	253
2023 Q3	$2.59M	Buy	78,014 +7,749	+11%	+$267K	0.08%	261
2023 Q2	$2.37M	Buy	70,265 +6,020	+9%	+$196K	0.08%	264
2023 Q1	$2.07M	Sell	64,245 -8,058	-11%	-$280K	0.08%	265
2022 Q4	$2.47M	Buy	72,303 +6,532	+10%	+$221K	0.13%	189
2022 Q3	$2M	Buy	65,771 +6,300	+11%	+$208K	0.12%	203
2022 Q2	$1.87M	Sell	59,471 -17,796	-23%	-$615K	0.11%	228
2022 Q1	$2.96M	Sell	77,267 -2,791	-3%	-$109K	0.15%	156
2021 Q4	$3.13M	Buy	80,058 +23,431	+41%	+$921K	0.15%	151
2021 Q3	$2.13M	Buy	56,627 +166	+0.3%	+$6.21K	0.12%	190
2021 Q2	$2.07M	Sell	56,461 -1,473	-3%	-$53.9K	0.13%	179
2021 Q1	$1.97M	Sell	57,934 -3,299	-5%	-$106K	0.14%	173
2020 Q4	$1.78M	Sell	61,233 -19,440	-24%	-$520K	0.13%	182
2020 Q3	$1.94M	Buy	+80,673	New	+$1.96M	0.17%	138

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

Kestra Private Wealth Services's XLF Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.7% in Q1 2026, buying an estimated $131K and bringing the position to 147,464 shares worth $7.28M. The position accounts for 0.09% of the portfolio, ranked #248.

Kestra Private Wealth Services first reported a position in XLF in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.94M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kestra Private Wealth Services held 147,464 shares of State Street Financial Select Sector SPDR ETF worth $7.28M as of Q1 2026.
Kestra Private Wealth Services bought 2,511 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Kestra Private Wealth Services's portfolio in Q1 2026, its #248 holding.
Kestra Private Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Private Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $7.94M 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 Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.