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PFS Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

PFS Partners’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 		$1.16M Sell
23,539
-758
-3% -$39.5K 0.53% 23
2025
Q4 		$1.33M Buy
24,297
+46
+0.2% +$2.45K 0.61% 24
2025
Q3 		$1.31M Sell
24,251
-57
-0.2% -$3.02K 0.62% 24
2025
Q2 		$1.27M Buy
24,308
+44
+0.2% +$2.18K 0.64% 23
2025
Q1 		$1.21M Sell
24,264
-8,138
-25% -$408K 0.64% 23
2024
Q4 		$1.57M Sell
32,402
-115,587
-78% -$5.59M 0.84% 22
2024
Q3 		$6.71M Buy
147,989
+2,049
+1% +$89.4K 3.79% 9
2024
Q2 		$6M Buy
145,940
+2,366
+2% +$97.4K 3.74% 10
2024
Q1 		$6.05M Buy
143,574
+703
+0.5% +$27.8K 4.01% 9
2023
Q4 		$5.37M Buy
142,871
+766
+0.5% +$26.5K 3.67% 12
2023
Q3 		$4.71M Buy
142,105
+2,949
+2% +$102K 4.16% 10
2023
Q2 		$4.69M Sell
139,156
-3,535
-2% -$115K 3.93% 11
2023
Q1 		$4.59M Buy
142,691
+23,458
+20% +$815K 4.48% 10
2022
Q4 		$4.08M Sell
119,233
-14,126
-11% -$478K 4.29% 9
2022
Q3 		$4.05M Sell
133,359
-4,744
-3% -$157K 4.38% 10
2022
Q2 		$4.34M Buy
138,103
+137,843
+53,017% +$4.76M 4.23% 9
2022
Q1 		$9.96K Hold
260
– – 0.01% 213
2021
Q4 		$6.91K Buy
+260
New +$10.2K 0.01% 238

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS Partners's XLF Position: Q1 2026 in Review

PFS Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.1% in Q1 2026, selling an estimated $39.5K and leaving 23,539 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #23.

PFS Partners first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.71M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • PFS Partners held 23,539 shares of State Street Financial Select Sector SPDR ETF worth $1.16M as of Q1 2026.
  • PFS Partners sold 758 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $39.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.53% of PFS Partners's portfolio in Q1 2026, its #23 holding.
  • PFS Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • PFS Partners's State Street Financial Select Sector SPDR ETF position peaked at $6.71M in Q3 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.