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

Pursue 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	$892K	Buy	18,075 +2	+0%	+$104	0.53%	47
2025 Q4	$990K	Sell	18,073 -13,999	-44%	-$746K	0.48%	47
2025 Q3	$1.73M	Buy	32,072 +318	+1%	+$16.8K	0.95%	31
2025 Q2	$1.66M	Hold	31,754	–	–	0.95%	33
2025 Q1	$1.58M	Hold	31,754	–	–	0.96%	32
2024 Q4	$1.53M	Buy	31,754 +6,001	+23%	+$290K	0.88%	36
2024 Q3	$1.17M	Buy	25,753 +5,753	+29%	+$251K	0.64%	44
2024 Q2	$822K	Hold	20,000	–	–	0.45%	47
2024 Q1	$842K	Hold	20,000	–	–	0.5%	48
2023 Q4	$752K	Sell	20,000 -1,850	-8%	-$64K	0.49%	48
2023 Q3	$725K	Hold	21,850	–	–	0.51%	47
2023 Q2	$737K	Sell	21,850 -2,516	-10%	-$82.1K	0.46%	52
2023 Q1	$783K	Buy	24,366 +4,366	+22%	+$152K	0.53%	50
2022 Q4	$684K	Buy	20,000 +6,500	+48%	+$220K	0.53%	53
2022 Q3	$410K	Hold	13,500	–	–	0.29%	73
2022 Q2	$425K	Sell	13,500 -6,100	-31%	-$211K	0.27%	75
2022 Q1	$735K	Sell	19,600 -10,400	-35%	-$407K	0.3%	67
2021 Q4	$1.17M	Buy	+30,000	New	+$1.18M	0.45%	52

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

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

Pursue Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.01% in Q1 2026, buying an estimated $104 and bringing the position to 18,075 shares worth $892K. The position accounts for 0.53% of the portfolio, ranked #47.

Pursue Wealth Partners first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pursue Wealth Partners held 18,075 shares of State Street Financial Select Sector SPDR ETF worth $892K as of Q1 2026.
Pursue Wealth Partners bought 2 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $104.
State Street Financial Select Sector SPDR ETF made up 0.53% of Pursue Wealth Partners's portfolio in Q1 2026, its #47 holding.
Pursue Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.73M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.