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

Linscomb Wealth’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	$215K	Hold	4,363	–	–	0.01%	326
2025 Q4	$239K	Sell	4,363 -292	-6%	-$15.6K	0.01%	285
2025 Q3	$251K	Buy	+4,655	New	+$247K	0.01%	285
2023 Q2	–	Sell	-9,342	Closed	-$300K	–	289
2023 Q1	$300K	Sell	9,342 -1,578	-14%	-$54.8K	0.02%	253
2022 Q4	$373K	Buy	10,920 +1,757	+19%	+$59.4K	0.02%	253
2022 Q3	$278K	Sell	9,163 -121	-1%	-$4K	0.02%	247
2022 Q2	$292K	Sell	9,284 -3,547	-28%	-$123K	0.02%	252
2022 Q1	$492K	Buy	12,831 +854	+7%	+$33.4K	0.02%	237
2021 Q4	$468K	Sell	11,977 -511	-4%	-$20.1K	0.02%	234
2021 Q3	$469K	Sell	12,488 -193	-2%	-$7.22K	0.02%	230
2021 Q2	$465K	Sell	12,681 -273	-2%	-$9.99K	0.02%	226
2021 Q1	$441K	Buy	12,954 +3,411	+36%	+$110K	0.02%	224
2020 Q4	$281K	Sell	9,543 -52	-0.5%	-$1.39K	0.02%	263
2020 Q3	$231K	Sell	9,595 -1,722	-15%	-$41.9K	0.02%	270
2020 Q2	$262K	Sell	11,317 -36,791	-76%	-$835K	0.02%	257
2020 Q1	$1M	Sell	48,108 -118	-0.2%	-$3.25K	0.09%	136
2019 Q4	$1.48M	Buy	48,226 +40,362	+513%	+$1.18M	0.1%	147
2019 Q3	$220K	Sell	7,864 -1,000	-11%	-$27.6K	0.02%	256
2019 Q2	$245K	Sell	8,864 -164	-2%	-$4.44K	0.02%	244
2019 Q1	$232K	Sell	9,028 -526	-6%	-$13.6K	0.02%	238
2018 Q4	$228K	Sell	9,554 -400	-4%	-$10.4K	0.02%	233
2018 Q3	$275K	Buy	+9,954	New	+$279K	0.02%	242
2015 Q1	–	Sell	-12,290	Closed	-$267K	–	273
2014 Q4	$267K	Sell	12,290 -202	-2%	-$4.23K	0.03%	232
2014 Q3	$254K	Buy	12,492 +56	+0.5%	+$1.13K	0.03%	242
2014 Q2	$248K	Sell	12,436 -342	-3%	-$6.66K	0.03%	236
2014 Q1	$251K	Buy	+12,778	New	+$244K	0.03%	236

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

Linscomb Wealth's XLF Position: Q1 2026 in Review

Linscomb Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,363 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #326.

Linscomb Wealth first reported a position in XLF in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.48M in Q4 2019. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Linscomb Wealth held 4,363 shares of State Street Financial Select Sector SPDR ETF worth $215K as of Q1 2026.
Linscomb Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #326 holding.
Linscomb Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 26 quarters since.
Linscomb Wealth's State Street Financial Select Sector SPDR ETF position peaked at $1.48M in Q4 2019.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.