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

Larson Financial Group’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	$3.36M	Buy	68,152 +11,084	+19%	+$578K	0.11%	164
2025 Q4	$3.13M	Buy	57,068 +37,826	+197%	+$2.02M	0.1%	171
2025 Q3	$1.04M	Sell	19,242 -1,368	-7%	-$72.5K	0.04%	302
2025 Q2	$1.08M	Sell	20,610 -3,435	-14%	-$170K	0.04%	282
2025 Q1	$1.2M	Sell	24,045 -32,007	-57%	-$1.61M	0.06%	244
2024 Q4	$2.71M	Buy	56,052 +13,265	+31%	+$641K	0.14%	134
2024 Q3	$1.94M	Buy	42,787 +37,179	+663%	+$1.62M	0.11%	165
2024 Q2	$231K	Buy	5,608 +3,596	+179%	+$148K	0.02%	423
2024 Q1	$84.8K	Sell	2,012 -2,181	-52%	-$86.1K	0.01%	578
2023 Q4	$158K	Buy	4,193 +3,500	+505%	+$121K	0.01%	404
2023 Q3	$23K	Sell	693 -221	-24%	-$7.62K	﹤0.01%	780
2023 Q2	$30.8K	Buy	914 +50	+6%	+$1.63K	﹤0.01%	640
2023 Q1	$27.8K	Hold	864	–	–	﹤0.01%	666
2022 Q4	$29.6K	Sell	864 -100	-10%	-$3.38K	﹤0.01%	617
2022 Q3	$29K	Sell	964 -220	-19%	-$7.27K	﹤0.01%	555
2022 Q2	$37K	Buy	1,184 +20	+2%	+$691	0.01%	436
2022 Q1	$45K	Buy	1,164 +222	+24%	+$8.68K	0.01%	398
2021 Q4	$37K	Buy	942 +300	+47%	+$11.8K	0.01%	439
2021 Q3	$24K	Hold	642	–	–	﹤0.01%	429
2021 Q2	$24K	Hold	642	–	–	0.01%	405
2021 Q1	$22K	Hold	642	–	–	0.01%	401
2020 Q4	$19K	Buy	642 +425	+196%	+$11.4K	0.01%	392
2020 Q3	$5K	Hold	217	–	–	﹤0.01%	533
2020 Q2	$5K	Hold	217	–	–	﹤0.01%	495
2020 Q1	$5K	Hold	217	–	–	﹤0.01%	378
2019 Q4	$7K	Sell	217 -561	-72%	-$16.5K	﹤0.01%	338
2019 Q3	$22K	Buy	778 +561	+259%	+$15.5K	0.01%	207
2019 Q2	$6K	Buy	217 +1	+0.5%	+$27	﹤0.01%	298
2019 Q1	$6K	Buy	216 +1	+0.5%	+$26	﹤0.01%	282
2018 Q4	$5K	Buy	+215	New	+$5.58K	﹤0.01%	283

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

Larson Financial Group's XLF Position: Q1 2026 in Review

Larson Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, buying an estimated $578K and bringing the position to 68,152 shares worth $3.36M. The position accounts for 0.11% of the portfolio, ranked #164.

Larson Financial Group first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Larson Financial Group held 68,152 shares of State Street Financial Select Sector SPDR ETF worth $3.36M as of Q1 2026.
Larson Financial Group bought 11,084 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $578K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Larson Financial Group's portfolio in Q1 2026, its #164 holding.
Larson Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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