KKM Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

KKM Financial’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	$614K	Hold	11,213	–	–	0.11%	109
2025 Q4	$614K	Hold	11,213	–	–	0.11%	109
2025 Q3	$604K	Buy	11,213 +1,685	+18%	+$89.3K	0.19%	85
2025 Q2	$499K	Hold	9,528	–	–	0.17%	101
2025 Q1	$475K	Sell	9,528 -40	-0.4%	-$2.01K	0.2%	98
2024 Q4	$462K	Hold	9,568	–	–	0.19%	99
2024 Q3	$434K	Hold	9,568	–	–	0.21%	91
2024 Q2	$391K	Hold	9,568	–	–	0.19%	107
2024 Q1	$403K	Hold	9,568	–	–	0.2%	106
2023 Q4	$360K	Buy	+9,568	New	+$331K	0.23%	95

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

KKM Financial's XLF Position: Q1 2026 in Review

KKM Financial held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 11,213 shares worth $614K. The position accounts for 0.11% of the portfolio, ranked #109.

KKM Financial first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

KKM Financial held 11,213 shares of State Street Financial Select Sector SPDR ETF worth $614K as of Q1 2026.
KKM Financial left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of KKM Financial's portfolio in Q1 2026, its #109 holding.
KKM Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.