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

Perigon 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	$4.47M	Sell	90,487 -4	-0%	-$208	0.08%	232
2025 Q4	$4.96M	Sell	90,491 -2,211	-2%	-$118K	0.09%	211
2025 Q3	$4.99M	Buy	92,702 +12,360	+15%	+$655K	0.1%	191
2025 Q2	$4.21M	Sell	80,342 -11,499	-13%	-$569K	0.1%	206
2025 Q1	$4.57M	Buy	91,841 +10,507	+13%	+$527K	0.12%	173
2024 Q4	$4.05M	Buy	81,334 +36,547	+82%	+$1.77M	0.1%	192
2024 Q3	$2.03M	Sell	44,787 -2,530	-5%	-$110K	0.05%	284
2024 Q2	$1.95M	Buy	47,317 +1,586	+3%	+$65.3K	0.06%	257
2024 Q1	$1.93M	Buy	45,731 +1,728	+4%	+$68.2K	0.06%	253
2023 Q4	$1.65M	Buy	44,003 +13,084	+42%	+$453K	0.05%	254
2023 Q3	$1.03M	Sell	30,919 -1,707	-5%	-$58.8K	0.04%	303
2023 Q2	$1.1M	Buy	32,626 +5,212	+19%	+$170K	0.04%	299
2023 Q1	$881K	Sell	27,414 -2,026	-7%	-$70.4K	0.05%	295
2022 Q4	$1.01M	Buy	+29,440	New	+$996K	0.06%	262
2021 Q1	–	Sell	-2,091	Closed	-$62K	–	1051
2020 Q4	$62K	Buy	+2,091	New	+$55.9K	0.01%	683
2018 Q4	–	Sell	-9,618	Closed	-$265K	–	278
2018 Q3	$265K	Buy	+9,618	New	+$269K	0.07%	190
2017 Q3	–	Sell	-1,145	Closed	-$28K	–	724
2017 Q2	$28K	Hold	1,145	–	–	0.01%	426
2017 Q1	$27K	Hold	1,145	–	–	0.01%	440
2016 Q4	$29K	Hold	1,145	–	–	0.01%	418
2016 Q3	$22K	Buy	+1,145	New	+$23.6K	0.01%	390

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

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

Perigon Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0% in Q1 2026, selling an estimated $208 and leaving 90,487 shares worth $4.47M. The position accounts for 0.08% of the portfolio, ranked #232.

Perigon Wealth Management first reported a position in XLF in Q3 2016 and has held it in 20 quarters since. The position peaked at $4.99M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Perigon Wealth Management held 90,487 shares of State Street Financial Select Sector SPDR ETF worth $4.47M as of Q1 2026.
Perigon Wealth Management sold 4 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $208.
State Street Financial Select Sector SPDR ETF made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #232 holding.
Perigon Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and has held it in 20 quarters since.
Perigon Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.99M 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.