Resources Management Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Resources Management Corp’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	$213K	Hold	4,318	–	–	0.03%	187
2025 Q4	$236K	Hold	4,318	–	–	0.03%	180
2025 Q3	$233K	Sell	4,318 -115	-3%	-$6.09K	0.03%	178
2025 Q2	$232K	Sell	4,433 -265	-6%	-$13.1K	0.03%	192
2025 Q1	$234K	Buy	4,698 +235	+5%	+$11.8K	0.03%	199
2024 Q4	$216K	Sell	4,463 -240	-5%	-$11.6K	0.03%	218
2024 Q3	$213K	Hold	4,703	–	–	0.03%	223
2024 Q2	$193K	Hold	4,703	–	–	0.03%	221
2024 Q1	$198K	Hold	4,703	–	–	0.03%	221
2023 Q4	$177K	Buy	4,703 +80	+2%	+$2.77K	0.03%	229
2023 Q3	$153K	Sell	4,623 -75	-2%	-$2.58K	0.02%	233
2023 Q2	$158K	Sell	4,698 -4,961	-51%	-$162K	0.02%	234
2023 Q1	$390K	Buy	9,659 +1,861	+24%	+$64.7K	0.06%	180
2022 Q4	$267K	Hold	7,798	–	–	0.04%	204
2022 Q3	$237K	Hold	7,798	–	–	0.04%	217
2022 Q2	$245K	Buy	7,798 +75	+1%	+$2.59K	0.04%	222
2022 Q1	$296K	Buy	7,723 +150	+2%	+$5.86K	0.04%	220
2021 Q4	$296K	Sell	7,573 -100	-1%	-$3.93K	0.04%	227
2021 Q3	$288K	Hold	7,673	–	–	0.04%	224
2021 Q2	$282K	Hold	7,673	–	–	0.04%	233
2021 Q1	$261K	Sell	7,673 -100	-1%	-$3.21K	0.04%	226
2020 Q4	$229K	Sell	7,773 -700	-8%	-$18.7K	0.04%	224
2020 Q3	$204K	Hold	8,473	–	–	0.04%	214
2020 Q2	$196K	Sell	8,473 -100	-1%	-$2.27K	0.04%	217
2020 Q1	$178K	Hold	8,573	–	–	0.04%	210
2019 Q4	$264K	Hold	8,573	–	–	0.05%	195
2019 Q3	$240K	Buy	+8,573	New	+$237K	0.04%	202
2018 Q4	$244K	Buy	10,273 +28	+0.3%	+$727	0.05%	192
2018 Q3	$282K	Buy	+10,245	New	+$287K	0.05%	200

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

Resources Management Corp's XLF Position: Q1 2026 in Review

Resources Management Corp held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,318 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #187.

Resources Management Corp first reported a position in XLF in Q3 2018 and has held it in 29 quarters since. The position peaked at $390K in Q1 2023. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Resources Management Corp held 4,318 shares of State Street Financial Select Sector SPDR ETF worth $213K as of Q1 2026.
Resources Management Corp left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Resources Management Corp's portfolio in Q1 2026, its #187 holding.
Resources Management Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
Resources Management Corp's State Street Financial Select Sector SPDR ETF position peaked at $390K in Q1 2023.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.