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

NCP Inc’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	$217K	Sell	4,400 -2,688	-38%	-$140K	0.36%	29
2025 Q4	$388K	Sell	7,088 -1,095	-13%	-$58.3K	0.31%	41
2025 Q3	$441K	Buy	8,183 +155	+2%	+$8.21K	0.33%	38
2025 Q2	$420K	Sell	8,028 -1,995	-20%	-$98.7K	0.4%	35
2025 Q1	$499K	Buy	10,023 +5	+0%	+$251	0.67%	29
2024 Q4	$484K	Sell	10,018 -382	-4%	-$18.5K	0.25%	32
2024 Q3	$471K	Sell	10,400 -2,939	-22%	-$128K	0.27%	32
2024 Q2	$548K	Sell	13,339 -492	-4%	-$20.2K	0.35%	28
2024 Q1	$583K	Buy	+13,831	New	+$546K	0.4%	27

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

NCP Inc's XLF Position: Q1 2026 in Review

NCP Inc reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 38% in Q1 2026, selling an estimated $140K and leaving 4,400 shares worth $217K. The position accounts for 0.36% of the portfolio, ranked #29.

NCP Inc first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $583K in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

NCP Inc held 4,400 shares of State Street Financial Select Sector SPDR ETF worth $217K as of Q1 2026.
NCP Inc sold 2,688 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $140K.
State Street Financial Select Sector SPDR ETF made up 0.36% of NCP Inc's portfolio in Q1 2026, its #29 holding.
NCP Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
NCP Inc's State Street Financial Select Sector SPDR ETF position peaked at $583K in Q1 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on NCP Inc's 13F filing for Q1 2026, filed 8 May 2026.