Kohmann Bosshard Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kohmann Bosshard Financial 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	–	Sell	-615	Closed	-$33.7K	–	627
2025 Q4	$33.7K	Buy	+615	New	+$32.8K	﹤0.01%	622
2025 Q1	–	Sell	-611	Closed	-$29.6K	–	786
2024 Q4	$29.6K	Buy	+611	New	+$29.5K	﹤0.01%	383

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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Kohmann Bosshard Financial Services's XLF Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 615 shares — an estimated $33.7K sold.

Kohmann Bosshard Financial Services first reported a position in XLF in Q4 2024 and held it in 2 quarters. The position peaked at $33.7K in Q4 2025. 1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 615 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $33.7K.
Kohmann Bosshard Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $33.7K in Q4 2025.
1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.