Pin Oak Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pin Oak Investment Advisors’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	$6K	Hold	120	–	–	﹤0.01%	412
2025 Q4	$7K	Hold	120	–	–	﹤0.01%	417
2025 Q3	$6.46K	Hold	120	–	–	﹤0.01%	405
2025 Q2	$5K	Hold	120	–	–	﹤0.01%	386
2025 Q1	$6K	Hold	120	–	–	﹤0.01%	365
2024 Q4	$5K	Hold	120	–	–	﹤0.01%	396
2024 Q3	$5K	Sell	120 -30	-20%	-$1.31K	﹤0.01%	396
2024 Q2	$6K	Buy	150 +30	+25%	+$1.24K	0.01%	374
2024 Q1	$5K	Hold	120	–	–	﹤0.01%	393
2023 Q4	$5K	Hold	120	–	–	0.01%	395
2023 Q3	$4K	Hold	120	–	–	﹤0.01%	408
2023 Q2	$4K	Sell	120 -455	-79%	-$14.8K	﹤0.01%	399
2023 Q1	$18K	Buy	575 +455	+379%	+$15.8K	0.02%	256
2022 Q4	$4K	Hold	120	–	–	﹤0.01%	367
2022 Q3	$4K	Hold	120	–	–	0.01%	338
2022 Q2	$4K	Hold	120	–	–	﹤0.01%	362
2022 Q1	$5K	Hold	120	–	–	0.01%	367
2021 Q4	$5K	Hold	120	–	–	0.01%	365
2021 Q3	$5K	Hold	120	–	–	0.01%	343
2021 Q2	$4K	Buy	+120	New	+$4.39K	﹤0.01%	357
2020 Q4	–	Sell	-1,774	Closed	-$43K	–	430
2020 Q3	$43K	Buy	+1,774	New	+$43.1K	0.04%	174

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

Pin Oak Investment Advisors's XLF Position: Q1 2026 in Review

Pin Oak Investment Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 120 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Pin Oak Investment Advisors first reported a position in XLF in Q3 2020 and has held it in 21 quarters since. The position peaked at $43K in Q3 2020. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pin Oak Investment Advisors held 120 shares of State Street Financial Select Sector SPDR ETF worth $6K as of Q1 2026.
Pin Oak Investment Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #412 holding.
Pin Oak Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 21 quarters since.
Pin Oak Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $43K in Q3 2020.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.