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

Principle Wealth 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	$626K	Sell	12,674 -516	-4%	-$26.9K	0.04%	215
2025 Q4	$722K	Sell	13,190 -527	-4%	-$28.1K	0.04%	194
2025 Q3	$739K	Buy	13,717 +82	+0.6%	+$4.34K	0.04%	189
2025 Q2	$714K	Buy	13,635 +874	+7%	+$43.3K	0.04%	189
2025 Q1	$636K	Sell	12,761 -1,248	-9%	-$62.6K	0.05%	200
2024 Q4	$677K	Sell	14,009 -1,392	-9%	-$67.3K	0.05%	191
2024 Q3	$698K	Hold	15,401	–	–	0.05%	191
2024 Q2	$633K	Hold	15,401	–	–	0.05%	191
2024 Q1	$649K	Hold	15,401	–	–	0.05%	193
2023 Q4	$579K	Buy	15,401 +79	+0.5%	+$2.73K	0.05%	198
2023 Q3	$508K	Sell	15,322 -4,838	-24%	-$167K	0.05%	203
2023 Q2	$680K	Sell	20,160 -1,783	-8%	-$58.2K	0.07%	173
2023 Q1	$705K	Sell	21,943 -16,118	-42%	-$560K	0.08%	164
2022 Q4	$1.3M	Sell	38,061 -10,417	-21%	-$352K	0.15%	111
2022 Q3	$1.47K	Sell	48,478 -21,855	-31%	-$722K	0.14%	97
2022 Q2	$2.21M	Sell	70,333 -8,510	-11%	-$294K	0.27%	86
2022 Q1	$3.02M	Buy	78,843 +5,432	+7%	+$212K	0.32%	73
2021 Q4	$2.87M	Buy	73,411 +4,539	+7%	+$178K	0.3%	71
2021 Q3	$2.58M	Buy	68,872 +1,804	+3%	+$67.5K	0.3%	74
2021 Q2	$2.46M	Buy	67,068 +2,952	+5%	+$108K	0.28%	77
2021 Q1	$2.18M	Buy	64,116 +452	+0.7%	+$14.5K	0.26%	81
2020 Q4	$1.88M	Buy	63,664 +45,569	+252%	+$1.22M	0.25%	83
2020 Q3	$436K	Buy	18,095 +436	+2%	+$10.6K	0.12%	97
2020 Q2	$409K	Buy	17,659 +74	+0.4%	+$1.68K	0.12%	98
2020 Q1	$366K	Sell	17,585 -2,500	-12%	-$68.8K	0.14%	99
2019 Q4	$618K	Hold	20,085	–	–	0.2%	89
2019 Q3	$562K	Buy	20,085 +5,500	+38%	+$152K	0.19%	90
2019 Q2	$403K	Sell	14,585 -1,975	-12%	-$53.5K	0.21%	88
2019 Q1	$426K	Sell	16,560 -1,650	-9%	-$42.6K	0.24%	75
2018 Q4	$434K	Buy	+18,210	New	+$473K	0.36%	62

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

Principle Wealth Partners's XLF Position: Q1 2026 in Review

Principle Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q1 2026, selling an estimated $26.9K and leaving 12,674 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #215.

Principle Wealth Partners first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.02M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Principle Wealth Partners held 12,674 shares of State Street Financial Select Sector SPDR ETF worth $626K as of Q1 2026.
Principle Wealth Partners sold 516 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $26.9K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #215 holding.
Principle Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Principle Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $3.02M in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.