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

Phoenix Financial’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 		$114M Buy
2,302,381
+983,239
+75% +$51.2M 1.08% 24
2025
Q4 		$72.2M Sell
1,319,142
-169,269
-11% -$9.02M 0.78% 33
2025
Q3 		$80.2M Sell
1,488,411
-1,550,023
-51% -$82.1M 0.98% 30
2025
Q2 		$159M Sell
3,038,434
-1,038,740
-25% -$51.4M 2.1% 13
2025
Q1 		$203M Sell
4,077,174
-6,870,829
-63% -$345M 3.11% 5
2024
Q4 		$529M Sell
10,948,003
-1,161,309
-10% -$56.2M 7.22% 1
2024
Q3 		$549M Buy
12,109,312
+19,803
+0.2% +$864K 8.11% 1
2024
Q2 		$497M Sell
12,089,509
-2,896,009
-19% -$119M 7.57% 1
2024
Q1 		$631M Buy
14,985,518
+1,828,941
+14% +$72.2M 8.72% 1
2023
Q4 		$556M Sell
13,156,577
-603,320
-4% -$20.9M 9.19% 1
2023
Q3 		$456M Buy
13,759,897
+11,331,105
+467% +$390M 8.36% 1
2023
Q2 		$81.9M Hold
2,428,792
– – 1.67% 19
2023
Q1 		$78.1M Sell
2,428,792
-6,011,560
-71% -$209M 1.75% 17
2022
Q4 		$289M Buy
8,440,352
+6,564,553
+350% +$222M 5.59% 2
2022
Q3 		$57.4M Buy
1,875,799
+113,622
+6% +$3.76M 1.27% 26
2022
Q2 		$55.4M Sell
1,762,177
-23,077
-1% -$798K 1.13% 30
2022
Q1 		$68.4M Sell
1,785,254
-77,973
-4% -$3.05M 1.15% 29
2021
Q4 		$72.8M Sell
1,863,227
-2,238
-0.1% -$88K 1.2% 23
2021
Q3 		$70M Buy
1,865,465
+133,178
+8% +$4.98M 1.21% 21
2021
Q2 		$63.6M Sell
1,732,287
-2,064,556
-54% -$75.5M 1.21% 20
2021
Q1 		$129M Buy
3,796,843
+1,477,128
+64% +$47.4M 2.92% 3
2020
Q4 		$68.3M Buy
2,319,715
+375,815
+19% +$10.1M 1.83% 7
2020
Q3 		$44.1M Buy
1,943,900
+720,789
+59% +$17.5M 1.85% 5
2020
Q2 		$26.9M Buy
1,223,111
+1,211,120
+10,100% +$27.5M 1.14% 24
2020
Q1 		$244K Buy
11,991
+977
+9% +$26.9K 0.01% 283
2019
Q4 		$337K Buy
+11,014
New +$323K 0.01% 180

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

Phoenix Financial's XLF Position: Q1 2026 in Review

Phoenix Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 75% in Q1 2026, buying an estimated $51.2M and bringing the position to 2,302,381 shares worth $114M. The position accounts for 1.08% of the portfolio, ranked #24.

Phoenix Financial first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $631M in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Phoenix Financial held 2,302,381 shares of State Street Financial Select Sector SPDR ETF worth $114M as of Q1 2026.
  • Phoenix Financial bought 983,239 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $51.2M.
  • State Street Financial Select Sector SPDR ETF made up 1.08% of Phoenix Financial's portfolio in Q1 2026, its #24 holding.
  • Phoenix Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Phoenix Financial's State Street Financial Select Sector SPDR ETF position peaked at $631M in Q1 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.