Raymond James Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Raymond James Financial’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	$799M	Sell	16,174,693 -113,897	-0.7%	-$5.94M	0.25%	69
2025 Q4	$892M	Buy	16,288,590 +2,753,084	+20%	+$147M	0.28%	59
2025 Q3	$729M	Buy	13,535,506 +24,086	+0.2%	+$1.28M	0.23%	75
2025 Q2	$708M	Sell	13,511,420 -2,514,958	-16%	-$124M	0.24%	72
2025 Q1	$798M	Buy	16,026,378 +13,558	+0.1%	+$680K	0.3%	59
2024 Q4	$774M	Buy	+16,012,820	New	+$774M	0.29%	60

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's XLF Position: Q1 2026 in Review

Raymond James Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.7% in Q1 2026, selling an estimated $5.94M and leaving 16,174,693 shares worth $799M. The position accounts for 0.25% of the portfolio, ranked #69.

Raymond James Financial first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $892M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Raymond James Financial held 16,174,693 shares of State Street Financial Select Sector SPDR ETF worth $799M as of Q1 2026.
Raymond James Financial sold 113,897 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.94M.
State Street Financial Select Sector SPDR ETF made up 0.25% of Raymond James Financial's portfolio in Q1 2026, its #69 holding.
Raymond James Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street Financial Select Sector SPDR ETF position peaked at $892M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.