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

MYeCFO’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	-3,820	Closed	-$209K	–	69
2025 Q4	$209K	Buy	+3,820	New	+$204K	0.09%	62
2025 Q3	–	Sell	-4,355	Closed	-$228K	–	64
2025 Q2	$228K	Sell	4,355 -600	-12%	-$29.7K	0.11%	57
2025 Q1	$247K	Hold	4,955	–	–	0.13%	54
2024 Q4	$239K	Buy	4,955 +100	+2%	+$4.83K	0.13%	55
2024 Q3	$220K	Sell	4,855 -200	-4%	-$8.73K	0.12%	55
2024 Q2	$208K	Hold	5,055	–	–	0.12%	53
2024 Q1	$213K	Sell	5,055 -1,500	-23%	-$59.2K	0.12%	53
2023 Q4	$246K	Buy	+6,555	New	+$227K	0.16%	46

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

MYeCFO's XLF Position: Q1 2026 in Review

MYeCFO sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,820 shares — an estimated $209K sold.

MYeCFO first reported a position in XLF in Q4 2023 and held it in 8 quarters. The position peaked at $247K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

MYeCFO reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
MYeCFO sold 3,820 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $209K.
MYeCFO first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
MYeCFO's State Street Financial Select Sector SPDR ETF position peaked at $247K in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.