Pekin Hardy Strauss’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pekin Hardy Strauss’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	$285K	Hold	5,765	–	–	0.03%	380
2025 Q4	$316K	Hold	5,765	–	–	0.03%	350
2025 Q3	$311K	Hold	5,765	–	–	0.03%	327
2025 Q2	$302K	Sell	5,765 -175	-3%	-$8.66K	0.03%	300
2025 Q1	$296K	Hold	5,940	–	–	0.04%	285
2024 Q4	$287K	Sell	5,940 -25	-0.4%	-$1.21K	0.04%	300
2024 Q3	$270K	Hold	5,965	–	–	0.03%	295
2024 Q2	$245K	Hold	5,965	–	–	0.03%	283
2024 Q1	$251K	Sell	5,965 -150	-2%	-$5.92K	0.03%	285
2023 Q4	$230K	Sell	6,115 -200	-3%	-$6.92K	0.03%	269
2023 Q3	$209K	Sell	6,315 -240	-4%	-$8.27K	0.03%	278
2023 Q2	$221K	Sell	6,555 -2,868	-30%	-$93.6K	0.02%	274
2023 Q1	$303K	Sell	9,423 -2,100	-18%	-$73K	0.04%	238
2022 Q4	$394K	Buy	+11,523	New	+$390K	0.05%	214
2022 Q1	–	Sell	-20,023	Closed	-$782K	–	369
2021 Q4	$782K	Buy	20,023 +1,050	+6%	+$41.3K	0.11%	187
2021 Q3	$712K	Buy	18,973 +1,913	+11%	+$71.6K	0.1%	195
2021 Q2	$626K	Hold	17,060	–	–	0.09%	199
2021 Q1	$581K	Buy	+17,060	New	+$548K	0.09%	186

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

Pekin Hardy Strauss's XLF Position: Q1 2026 in Review

Pekin Hardy Strauss held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,765 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #380.

Pekin Hardy Strauss first reported a position in XLF in Q1 2021 and has held it in 18 quarters since. The position peaked at $782K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pekin Hardy Strauss held 5,765 shares of State Street Financial Select Sector SPDR ETF worth $285K as of Q1 2026.
Pekin Hardy Strauss left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Pekin Hardy Strauss's portfolio in Q1 2026, its #380 holding.
Pekin Hardy Strauss first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
Pekin Hardy Strauss's State Street Financial Select Sector SPDR ETF position peaked at $782K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.