Resurgent Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Resurgent Financial Advisors’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	$343K	Sell	6,948 -386	-5%	-$20.1K	0.12%	189
2025 Q4	$402K	Buy	7,334 +923	+14%	+$49.2K	0.2%	138
2025 Q3	$345K	Buy	6,411 +1,985	+45%	+$105K	0.17%	158
2025 Q2	$232K	Sell	4,426 -1,730	-28%	-$85.6K	0.13%	171
2025 Q1	$307K	Sell	6,156 -661	-10%	-$33.2K	0.18%	137
2024 Q4	$329K	Buy	6,817 +1,789	+36%	+$86.5K	0.19%	133
2024 Q3	$228K	Buy	+5,028	New	+$219K	0.13%	163
2024 Q1	–	Sell	-2,000	Closed	-$75.2K	–	496
2023 Q4	$75.2K	Sell	2,000 -601	-23%	-$20.8K	0.05%	278
2023 Q3	$86.3K	Sell	2,601 -4,120	-61%	-$142K	0.06%	244
2023 Q2	$227K	Sell	6,721 -19,914	-75%	-$650K	0.15%	125
2023 Q1	$856K	Buy	26,635 +3,349	+14%	+$116K	0.57%	41
2022 Q4	$796K	Sell	23,286 -14,189	-38%	-$480K	0.42%	53
2022 Q3	$1.14M	Buy	37,475 +2,455	+7%	+$81.1K	0.76%	37
2022 Q2	$1.1M	Buy	35,020 +7,000	+25%	+$242K	0.71%	38
2022 Q1	$1.07M	Buy	28,020 +2,270	+9%	+$88.7K	0.67%	35
2021 Q4	$1.01M	Buy	+25,750	New	+$1.01M	0.8%	35

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

Resurgent Financial Advisors's XLF Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.3% in Q1 2026, selling an estimated $20.1K and leaving 6,948 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #189.

Resurgent Financial Advisors first reported a position in XLF in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.14M in Q3 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Resurgent Financial Advisors held 6,948 shares of State Street Financial Select Sector SPDR ETF worth $343K as of Q1 2026.
Resurgent Financial Advisors sold 386 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $20.1K.
State Street Financial Select Sector SPDR ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q1 2026, its #189 holding.
Resurgent Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Resurgent Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.14M in Q3 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.