Oak Harbor Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Oak Harbor Wealth 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
2026 Q1	$11.4K	Sell	230 -1,714	-88%	-$89.3K	﹤0.01%	255
2025 Q4	$106K	Hold	1,944	–	–	0.03%	207
2025 Q3	$105K	Hold	1,944	–	–	0.03%	208
2025 Q2	$102K	Hold	1,944	–	–	0.03%	205
2025 Q1	$96.8K	Hold	1,944	–	–	0.03%	208
2024 Q4	$94K	Hold	1,944	–	–	0.03%	185
2024 Q3	$88.1K	Hold	1,944	–	–	0.03%	179
2024 Q2	$79.9K	Hold	1,944	–	–	0.03%	176
2024 Q1	$81.9K	Hold	1,944	–	–	0.03%	184
2023 Q4	$73.1K	Buy	1,944 +1,714	+745%	+$59.3K	0.02%	181
2023 Q3	$7.63K	Hold	230	–	–	﹤0.01%	216
2023 Q2	$7.75K	Hold	230	–	–	﹤0.01%	227
2023 Q1	$7.39K	Hold	230	–	–	﹤0.01%	216
2022 Q4	$7.87K	Hold	230	–	–	﹤0.01%	209
2022 Q3	$7K	Hold	230	–	–	﹤0.01%	206
2022 Q2	$7K	Hold	230	–	–	﹤0.01%	210
2022 Q1	$9K	Hold	230	–	–	﹤0.01%	222
2021 Q4	$9K	Buy	+230	New	+$9.04K	﹤0.01%	228

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

Oak Harbor Wealth Partners's XLF Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 88% in Q1 2026, selling an estimated $89.3K and leaving 230 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Oak Harbor Wealth Partners first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $106K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Oak Harbor Wealth Partners held 230 shares of State Street Financial Select Sector SPDR ETF worth $11.4K as of Q1 2026.
Oak Harbor Wealth Partners sold 1,714 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $89.3K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #255 holding.
Oak Harbor Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $106K 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 Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.