Omnitrust Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Omnitrust Wealth Management’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	$244K	Sell	4,947 -624	-11%	-$32.5K	0.32%	49
2025 Q4	$305K	Buy	+5,571	New	+$297K	0.39%	43
2025 Q2	$300K	Buy	+5,589	New	+$277K	0.35%	45

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

Omnitrust Wealth Management's XLF Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q1 2026, selling an estimated $32.5K and leaving 4,947 shares worth $244K. The position accounts for 0.32% of the portfolio, ranked #49.

Omnitrust Wealth Management first reported a position in XLF in Q2 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Omnitrust Wealth Management held 4,947 shares of State Street Financial Select Sector SPDR ETF worth $244K as of Q1 2026.
Omnitrust Wealth Management sold 624 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $32.5K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Omnitrust Wealth Management's portfolio in Q1 2026, its #49 holding.
Omnitrust Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
Omnitrust Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $305K in Q4 2025.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.