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

Prostatis Group’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	$596K	Sell	12,065 -924	-7%	-$48.1K	0.15%	98
2025 Q4	$711K	Buy	12,989 +347	+3%	+$18.5K	0.17%	86
2025 Q3	$681K	Sell	12,642 -271	-2%	-$14.4K	0.17%	88
2025 Q2	$676K	Sell	12,913 -4,158	-24%	-$206K	0.19%	89
2025 Q1	$850K	Sell	17,071 -4,078	-19%	-$205K	0.27%	74
2024 Q4	$1.02M	Sell	21,149 -71,347	-77%	-$3.45M	0.3%	72
2024 Q3	$4.19M	Sell	92,496 -100,469	-52%	-$4.38M	1.37%	15
2024 Q2	$7.93M	Buy	192,965 +177,749	+1,168%	+$7.32M	2.78%	6
2024 Q1	$641K	Buy	15,216 +1,621	+12%	+$64K	0.24%	80
2023 Q4	$511K	Sell	13,595 -125	-0.9%	-$4.33K	0.21%	83
2023 Q3	$455K	Sell	13,720 -421,294	-97%	-$14.5M	0.22%	69
2023 Q2	$434K	Buy	435,014 +426,003	+4,728%	+$13.9M	0.2%	76
2023 Q1	$290K	Sell	9,011 -66,343	-88%	-$2.31M	0.15%	83
2022 Q4	$2.58M	Buy	+75,354	New	+$2.55M	1.57%	18
2021 Q2	–	Sell	-21,472	Closed	-$731K	–	110
2021 Q1	$731K	Buy	+21,472	New	+$690K	0.57%	39
2020 Q2	–	Sell	-89,280	Closed	-$1.86M	–	78
2020 Q1	$1.86M	Sell	89,280 -38,778	-30%	-$1.07M	2.64%	14
2019 Q4	$3.94M	Buy	+128,058	New	+$3.76M	3.56%	5

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

Prostatis Group's XLF Position: Q1 2026 in Review

Prostatis Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.1% in Q1 2026, selling an estimated $48.1K and leaving 12,065 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #98.

Prostatis Group first reported a position in XLF in Q4 2019 and has held it in 17 quarters since. The position peaked at $7.93M in Q2 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Prostatis Group held 12,065 shares of State Street Financial Select Sector SPDR ETF worth $596K as of Q1 2026.
Prostatis Group sold 924 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $48.1K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Prostatis Group's portfolio in Q1 2026, its #98 holding.
Prostatis Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Prostatis Group's State Street Financial Select Sector SPDR ETF position peaked at $7.93M in Q2 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.