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

Kiley Juergens 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	$854K	Buy	17,301 +103	+0.6%	+$5.37K	0.15%	103
2025 Q4	$942K	Buy	17,198 +50	+0.3%	+$2.66K	0.2%	56
2025 Q3	$924K	Buy	17,148 +327	+2%	+$17.3K	0.2%	57
2025 Q2	$881K	Hold	16,821	–	–	0.2%	60
2025 Q1	$838K	Buy	16,821 +3,000	+22%	+$150K	0.22%	57
2024 Q4	$668K	Hold	13,821	–	–	0.17%	61
2024 Q3	$626K	Hold	13,821	–	–	0.16%	61
2024 Q2	$568K	Hold	13,821	–	–	0.16%	62
2024 Q1	$582K	Sell	13,821 -674	-5%	-$26.6K	0.18%	60
2023 Q4	$545K	Buy	14,495 +252	+2%	+$8.72K	0.18%	57
2023 Q3	$472K	Sell	14,243 -88	-0.6%	-$3.03K	0.17%	63
2023 Q2	$483K	Sell	14,331 -42	-0.3%	-$1.37K	0.17%	65
2023 Q1	$462K	Buy	14,373 +3	+0%	+$104	0.17%	67
2022 Q4	$491K	Buy	14,370 +4	+0%	+$135	0.21%	65
2022 Q3	$436K	Buy	14,366 +2	+0%	+$66	0.21%	63
2022 Q2	$451K	Buy	+14,364	New	+$496K	0.21%	63
2022 Q1	–	Sell	-14,533	Closed	-$568K	–	71
2021 Q4	$568K	Sell	14,533 -1,313	-8%	-$51.6K	0.22%	59
2021 Q3	$594K	Buy	15,846 +223	+1%	+$8.34K	0.26%	55
2021 Q2	$573K	Buy	15,623 +5	+0%	+$183	0.26%	56
2021 Q1	$531K	Buy	+15,618	New	+$502K	0.28%	52
2019 Q4	–	Sell	-11,844	Closed	-$331K	–	46
2019 Q3	$331K	Sell	11,844 -8,489	-42%	-$234K	0.36%	37
2019 Q2	$561K	Sell	20,333 -1,389	-6%	-$37.6K	0.63%	31
2019 Q1	$558K	Sell	21,722 -889	-4%	-$22.9K	0.7%	28
2018 Q4	$538K	Buy	22,611 +7,954	+54%	+$207K	0.75%	29
2018 Q3	$404K	Buy	14,657 +802	+6%	+$22.4K	0.3%	63
2018 Q2	$368K	Buy	13,855 +4,893	+55%	+$135K	0.33%	58
2018 Q1	$247K	Sell	8,962 -998	-10%	-$28.7K	0.27%	69
2017 Q4	$277K	Buy	+9,960	New	+$268K	0.25%	65

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

Kiley Juergens Wealth Management's XLF Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.6% in Q1 2026, buying an estimated $5.37K and bringing the position to 17,301 shares worth $854K. The position accounts for 0.15% of the portfolio, ranked #103.

Kiley Juergens Wealth Management first reported a position in XLF in Q4 2017 and has held it in 28 quarters since. The position peaked at $942K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kiley Juergens Wealth Management held 17,301 shares of State Street Financial Select Sector SPDR ETF worth $854K as of Q1 2026.
Kiley Juergens Wealth Management bought 103 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.37K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #103 holding.
Kiley Juergens Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
Kiley Juergens Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $942K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.