Kraft Davis & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kraft Davis & Associates’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	-9,780	Closed	-$531K	–	167
2025 Q4	$531K	Sell	9,780 -3,479	-26%	-$185K	0.12%	87
2025 Q3	$712K	Sell	13,259 -681	-5%	-$36.1K	0.17%	71
2025 Q2	$740K	Buy	13,940 +2,230	+19%	+$110K	0.2%	66
2025 Q1	$552K	Sell	11,710 -27,626	-70%	-$1.39M	0.18%	67
2024 Q4	$2.01M	Sell	39,336 -3,698	-9%	-$179K	0.57%	41
2024 Q3	$2.01M	Buy	43,034 +15,348	+55%	+$670K	0.6%	41
2024 Q2	$1.2M	Buy	27,686 +7,378	+36%	+$304K	0.36%	50
2024 Q1	$847K	Buy	+20,308	New	+$802K	0.25%	58

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

Kraft Davis & Associates's XLF Position: Q1 2026 in Review

Kraft Davis & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 9,780 shares — an estimated $531K sold.

Kraft Davis & Associates first reported a position in XLF in Q1 2024 and held it in 8 quarters. The position peaked at $2.01M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kraft Davis & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Kraft Davis & Associates sold 9,780 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $531K.
Kraft Davis & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
Kraft Davis & Associates's State Street Financial Select Sector SPDR ETF position peaked at $2.01M in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kraft Davis & Associates's 13F filing for Q1 2026, filed 1 May 2026.