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

NorthRock Partners’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
2023 Q2	–	Sell	-100	Closed	-$3.21K	–	354
2023 Q1	$3.21K	Buy	+100	New	+$3.48K	﹤0.01%	326

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

NorthRock Partners's XLF Position: Q1 2026 in Review

NorthRock Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.41% in Q1 2026, buying an estimated $48.8K and bringing the position to 230,873 shares worth $11.4M. The position accounts for 0.18% of the portfolio, ranked #72.

NorthRock Partners first reported a position in XLF in Q4 2020 and has held it in 16 quarters since. The position peaked at $12.6M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

NorthRock Partners held 230,873 shares of State Street Financial Select Sector SPDR ETF worth $11.4M as of Q1 2026.
NorthRock Partners bought 937 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $48.8K.
State Street Financial Select Sector SPDR ETF made up 0.18% of NorthRock Partners's portfolio in Q1 2026, its #72 holding.
NorthRock Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
NorthRock Partners's State Street Financial Select Sector SPDR ETF position peaked at $12.6M 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 NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.