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

Kingsview 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
2020 Q4	–	Sell	-30,000	Closed	-$3K	–	793
2020 Q3	$3K	Buy	+30,000	New	+$730K	﹤0.01%	615
2019 Q2	–	Sell	-75,000	Closed	-$10K	–	534
2019 Q1	$10K	Buy	+75,000	New	+$1.94M	﹤0.01%	451

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

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

Kingsview Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 301% in Q1 2026, buying an estimated $15.7M and bringing the position to 401,596 shares worth $19.8M. The position accounts for 0.27% of the portfolio, ranked #69.

Kingsview Wealth Management first reported a position in XLF in Q3 2018 and has held it in 26 quarters since. The position peaked at $23.4M in Q2 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kingsview Wealth Management held 401,596 shares of State Street Financial Select Sector SPDR ETF worth $19.8M as of Q1 2026.
Kingsview Wealth Management bought 301,360 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $15.7M.
State Street Financial Select Sector SPDR ETF made up 0.27% of Kingsview Wealth Management's portfolio in Q1 2026, its #69 holding.
Kingsview Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 26 quarters since.
Kingsview Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $23.4M in Q2 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.