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

Monograph Wealth 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	$708K	Hold	14,345	–	–	0.07%	71
2025 Q4	$786K	Hold	14,345	–	–	0.08%	70
2025 Q3	$773K	Hold	14,345	–	–	0.08%	72
2025 Q2	$751K	Hold	14,345	–	–	0.09%	62
2025 Q1	$715K	Hold	14,345	–	–	0.1%	57
2024 Q4	$693K	Hold	14,345	–	–	0.09%	56
2024 Q3	$650K	Hold	14,345	–	–	0.08%	62
2024 Q2	$590K	Hold	14,345	–	–	0.09%	58
2024 Q1	$604K	Hold	14,345	–	–	0.09%	85
2023 Q4	$539K	Sell	14,345 -1,232	-8%	-$42.7K	0.1%	56
2023 Q3	$517K	Hold	15,577	–	–	0.1%	67
2023 Q2	$525K	Hold	15,577	–	–	0.11%	47
2023 Q1	$501K	Hold	15,577	–	–	0.12%	47
2022 Q4	$533K	Hold	15,577	–	–	0.14%	50
2022 Q3	$473K	Hold	15,577	–	–	0.16%	43
2022 Q2	$490K	Hold	15,577	–	–	0.14%	42
2022 Q1	$597K	Sell	15,577 -345	-2%	-$13.5K	0.15%	45
2021 Q4	$622K	Buy	+15,922	New	+$626K	0.16%	44

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

Monograph Wealth Advisors's XLF Position: Q1 2026 in Review

Monograph Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 14,345 shares worth $708K. The position accounts for 0.07% of the portfolio, ranked #71.

Monograph Wealth Advisors first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $786K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Monograph Wealth Advisors held 14,345 shares of State Street Financial Select Sector SPDR ETF worth $708K as of Q1 2026.
Monograph Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Monograph Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $786K 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 Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.