Philip James Wealth Mangement’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-5,774	Closed	-$316K	–	175
2025 Q4	$316K	Sell	5,774 -1,530	-21%	-$81.5K	0.04%	145
2025 Q3	$393K	Sell	7,304 -7,022	-49%	-$372K	0.05%	125
2025 Q2	$750K	Sell	14,326 -77	-0.5%	-$3.81K	0.1%	94
2025 Q1	$717K	Sell	14,403 -1,117	-7%	-$56K	0.09%	95
2024 Q4	$750K	Buy	15,520 +23	+0.1%	+$1.11K	0.1%	89
2024 Q3	$702K	Sell	15,497 -63	-0.4%	-$2.75K	0.09%	86
2024 Q2	$640K	Buy	15,560 +12	+0.1%	+$494	0.43%	29
2024 Q1	$655K	Sell	15,548 -93	-0.6%	-$3.67K	0.46%	28
2023 Q4	$588K	Buy	+15,641	New	+$541K	0.46%	27

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Philip James Wealth Mangement's XLF Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 5,774 shares — an estimated $316K sold.

Philip James Wealth Mangement first reported a position in XLF in Q4 2023 and held it in 9 quarters. The position peaked at $750K in Q2 2025. 1,847 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Philip James Wealth Mangement reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 5,774 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $316K.
Philip James Wealth Mangement first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 9 quarters.
Philip James Wealth Mangement's State Street Financial Select Sector SPDR ETF position peaked at $750K in Q2 2025.
1,847 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.