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

PUREfi Wealth’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	-7,022	Closed	-$385K	–	204
2025 Q4	$385K	Sell	7,022 -56	-0.8%	-$2.98K	0.29%	93
2025 Q3	$381K	Sell	7,078 -1	-0%	-$53	0.29%	97
2025 Q2	$371K	Sell	7,079 -6,704	-49%	-$332K	0.3%	89
2025 Q1	$687K	Buy	13,783 +895	+7%	+$44.9K	0.69%	36
2024 Q4	$623K	Buy	+12,888	New	+$623K	0.61%	34

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

PUREfi Wealth's XLF Position: Q1 2026 in Review

PUREfi Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 7,022 shares — an estimated $385K sold.

PUREfi Wealth first reported a position in XLF in Q4 2024 and held it in 5 quarters. The position peaked at $687K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

PUREfi Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
PUREfi Wealth sold 7,022 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $385K.
PUREfi Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
PUREfi Wealth's State Street Financial Select Sector SPDR ETF position peaked at $687K in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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