P.J. Schmidt Investment Management (PJS)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$632K	Sell	12,797 -200	-2%	-$10.4K	0.11%	103
2025 Q4	$712K	Buy	12,997 +3,699	+40%	+$197K	0.12%	94
2025 Q3	$501K	Hold	9,298	–	–	0.08%	122
2025 Q2	$487K	Buy	9,298 +3,198	+52%	+$158K	0.08%	123
2025 Q1	$304K	Sell	6,100 -301	-5%	-$15.1K	0.06%	149
2024 Q4	$309K	Buy	6,401 +720	+13%	+$34.8K	0.05%	150
2024 Q3	$257K	Hold	5,681	–	–	0.04%	167
2024 Q2	$234K	Buy	+5,681	New	+$234K	0.04%	167

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

P.J. Schmidt Investment Management (PJS)'s XLF Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q1 2026, selling an estimated $10.4K and leaving 12,797 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #103.

P.J. Schmidt Investment Management (PJS) first reported a position in XLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $712K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 12,797 shares of State Street Financial Select Sector SPDR ETF worth $632K as of Q1 2026.
P.J. Schmidt Investment Management (PJS) sold 200 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
State Street Financial Select Sector SPDR ETF made up 0.11% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #103 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
P.J. Schmidt Investment Management (PJS)'s State Street Financial Select Sector SPDR ETF position peaked at $712K 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 P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.