Oak Family Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Oak Family 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	–	Sell	-23,222	Closed	-$1.27M	–	131
2025 Q4	$1.27M	Sell	23,222 -39,324	-63%	-$2.1M	0.35%	61
2025 Q3	$3.37M	Buy	62,546 +15,170	+32%	+$804K	0.84%	38
2025 Q2	$2.48M	Buy	+47,376	New	+$2.34M	0.78%	40
2025 Q1	–	Sell	-42,689	Closed	-$2.06M	–	143
2024 Q4	$2.06M	Buy	+42,689	New	+$2.06M	0.75%	40

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oak Family Advisors's XLF Position: Q1 2026 in Review

Oak Family Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 23,222 shares — an estimated $1.27M sold.

Oak Family Advisors first reported a position in XLF in Q4 2024 and held it in 4 quarters. The position peaked at $3.37M in Q3 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Oak Family Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Oak Family Advisors sold 23,222 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.27M.
Oak Family Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Oak Family Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.37M in Q3 2025.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.