Patrick M. Sweeney & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patrick M. Sweeney & Associates’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	$243K	Hold	4,924	–	–	0.16%	144
2025 Q4	$270K	Sell	4,924 -175	-3%	-$9.32K	0.17%	135
2025 Q3	$275K	Hold	5,099	–	–	0.18%	128
2025 Q2	$271K	Buy	5,099 +175	+4%	+$8.66K	0.19%	131
2025 Q1	$245K	Hold	4,924	–	–	0.18%	131
2024 Q4	$238K	Hold	4,924	–	–	0.18%	130
2024 Q3	$223K	Hold	4,924	–	–	0.16%	137
2024 Q2	$202K	Hold	4,924	–	–	0.16%	138
2024 Q1	$207K	Buy	+4,924	New	+$194K	0.17%	134

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

Patrick M. Sweeney & Associates's XLF Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,924 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #144.

Patrick M. Sweeney & Associates first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $275K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Patrick M. Sweeney & Associates held 4,924 shares of State Street Financial Select Sector SPDR ETF worth $243K as of Q1 2026.
Patrick M. Sweeney & Associates left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #144 holding.
Patrick M. Sweeney & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Patrick M. Sweeney & Associates's State Street Financial Select Sector SPDR ETF position peaked at $275K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.