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

Laraway Financial Advisors’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	$2.88M	Sell	58,281 -2,150	-4%	-$112K	2.02%	12
2025 Q4	$3.31M	Sell	60,431 -11	-0%	-$586	2.16%	12
2025 Q3	$3.26M	Buy	60,442 +1,189	+2%	+$63K	2.22%	12
2025 Q2	$3.1M	Sell	59,253 -1,076	-2%	-$53.3K	2.35%	10
2025 Q1	$3M	Buy	60,329 +164	+0.3%	+$8.23K	2.39%	9
2024 Q4	$2.91M	Sell	60,165 -467	-0.8%	-$22.6K	2.24%	12
2024 Q3	$2.75M	Sell	60,632 -574	-0.9%	-$25K	2.19%	11
2024 Q2	$2.52M	Sell	61,206 -190	-0.3%	-$7.82K	2.15%	13
2024 Q1	$2.59M	Sell	61,396 -467	-0.8%	-$18.4K	2.28%	9
2023 Q4	$2.33M	Sell	61,863 -67	-0.1%	-$2.32K	2.21%	8
2023 Q3	$2.05M	Sell	61,930 -193	-0.3%	-$6.65K	2.14%	11
2023 Q2	$2.09M	Sell	62,123 -2,416	-4%	-$78.9K	2.07%	10
2023 Q1	$2.07M	Sell	64,539 -1,929	-3%	-$67K	2.1%	9
2022 Q4	$2.27M	Sell	66,468 -72	-0.1%	-$2.44K	2.38%	9
2022 Q3	$2.02M	Sell	66,540 -70	-0.1%	-$2.31K	2.26%	9
2022 Q2	$2.1M	Sell	66,610 -1,400	-2%	-$48.4K	2.23%	9
2022 Q1	$2.61M	Sell	68,010 -1,870	-3%	-$73.1K	2.37%	6
2021 Q4	$2.73M	Buy	+69,880	New	+$2.75M	2.44%	4

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

Laraway Financial Advisors's XLF Position: Q1 2026 in Review

Laraway Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.6% in Q1 2026, selling an estimated $112K and leaving 58,281 shares worth $2.88M. The position accounts for 2.02% of the portfolio, ranked #12.

Laraway Financial Advisors first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.31M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Laraway Financial Advisors held 58,281 shares of State Street Financial Select Sector SPDR ETF worth $2.88M as of Q1 2026.
Laraway Financial Advisors sold 2,150 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $112K.
State Street Financial Select Sector SPDR ETF made up 2.02% of Laraway Financial Advisors's portfolio in Q1 2026, its #12 holding.
Laraway Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Laraway Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.31M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.