OneAscent Family Office’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

OneAscent Family Office’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	$627K	Sell	12,703 -884	-7%	-$46.1K	0.44%	53
2025 Q4	$744K	Buy	13,587 +43	+0.3%	+$2.29K	0.5%	48
2025 Q3	$730K	Buy	13,544 +849	+7%	+$45K	0.59%	45
2025 Q2	$665K	Sell	12,695 -873	-6%	-$43.2K	0.63%	40
2025 Q1	$675K	Buy	+13,568	New	+$681K	0.63%	51

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

OneAscent Family Office's XLF Position: Q1 2026 in Review

OneAscent Family Office reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.5% in Q1 2026, selling an estimated $46.1K and leaving 12,703 shares worth $627K. The position accounts for 0.44% of the portfolio, ranked #53.

OneAscent Family Office first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $744K in Q4 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

OneAscent Family Office held 12,703 shares of State Street Financial Select Sector SPDR ETF worth $627K as of Q1 2026.
OneAscent Family Office sold 884 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $46.1K.
State Street Financial Select Sector SPDR ETF made up 0.44% of OneAscent Family Office's portfolio in Q1 2026, its #53 holding.
OneAscent Family Office first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
OneAscent Family Office's State Street Financial Select Sector SPDR ETF position peaked at $744K in Q4 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.