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

Resolute Wealth Advisor’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 		$630K Buy
+12,765
New +$665K 0.36% 42
2025
Q2 		$630K Buy
+12,765
New +$632K 0.36% 42

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Resolute Wealth Advisor's XLF Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 12,765 shares worth $630K. The stake represents 0.36% of the portfolio and ranks #42 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in XLF as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in XLF in Q2 2025 and has held it in 2 quarters since. 1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Resolute Wealth Advisor held 12,765 shares of State Street Financial Select Sector SPDR ETF worth $630K as of Q1 2026.
  • State Street Financial Select Sector SPDR ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.36% of Resolute Wealth Advisor's portfolio in Q1 2026, its #42 holding.
  • Resolute Wealth Advisor first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.