KFA Private Wealth Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

KFA Private Wealth Group’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	$1.79M	Sell	36,159 -219	-0.6%	-$11.4K	0.43%	35
2025 Q4	$1.99M	Sell	36,378 -489	-1%	-$26.1K	0.48%	31
2025 Q3	$1.99M	Sell	36,867 -1,556	-4%	-$82.4K	0.57%	30
2025 Q2	$2.01M	Buy	38,423 +23	+0.1%	+$1.14K	0.62%	28
2025 Q1	$1.91M	Buy	38,400 +23,400	+156%	+$1.17M	0.67%	28
2024 Q4	$725K	Buy	15,000 +5,062	+51%	+$245K	0.3%	33
2024 Q3	$450K	Buy	9,938 +23	+0.2%	+$1K	0.22%	43
2024 Q2	$408K	Sell	9,915 -679	-6%	-$27.9K	0.21%	50
2024 Q1	$446K	Buy	10,594 +951	+10%	+$37.5K	0.14%	66
2023 Q4	$363K	Buy	9,643 +30	+0.3%	+$1.04K	0.13%	63
2023 Q3	$319K	Buy	9,613 +27	+0.3%	+$930	0.13%	63
2023 Q2	$323K	Buy	9,586 +118	+1%	+$3.85K	0.13%	57
2023 Q1	$304K	Buy	9,468 +563	+6%	+$19.6K	0.14%	61
2022 Q4	$305K	Buy	8,905 +59	+0.7%	+$2K	0.16%	50
2022 Q3	$269K	Buy	8,846 +31	+0.4%	+$1.02K	0.14%	55
2022 Q2	$277K	Buy	8,815 +31	+0.4%	+$1.07K	0.15%	52
2022 Q1	$337K	Buy	8,784 +1,287	+17%	+$50.3K	0.17%	52
2021 Q4	$293K	Buy	7,497 +278	+4%	+$10.9K	0.15%	61
2021 Q3	$271K	Buy	7,219 +107	+2%	+$4K	0.15%	61
2021 Q2	$261K	Buy	+7,112	New	+$260K	0.14%	63

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

KFA Private Wealth Group's XLF Position: Q1 2026 in Review

KFA Private Wealth Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.6% in Q1 2026, selling an estimated $11.4K and leaving 36,159 shares worth $1.79M. The position accounts for 0.43% of the portfolio, ranked #35.

KFA Private Wealth Group first reported a position in XLF in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

KFA Private Wealth Group held 36,159 shares of State Street Financial Select Sector SPDR ETF worth $1.79M as of Q1 2026.
KFA Private Wealth Group sold 219 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4K.
State Street Financial Select Sector SPDR ETF made up 0.43% of KFA Private Wealth Group's portfolio in Q1 2026, its #35 holding.
KFA Private Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
KFA Private Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $2.01M 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 KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.