Rice Partnership’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rice Partnership’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	$118K	Sell	2,400 -900	-27%	-$46.9K	0.02%	125
2025 Q4	$181K	Buy	3,300 +447	+16%	+$23.8K	0.02%	113
2025 Q3	$154K	Hold	2,853	–	–	0.02%	121
2025 Q2	$149K	Buy	2,853 +353	+14%	+$17.5K	0.03%	116
2025 Q1	$125K	Hold	2,500	–	–	0.03%	106
2024 Q4	$121K	Hold	2,500	–	–	0.02%	114
2024 Q3	$113K	Hold	2,500	–	–	0.02%	112
2024 Q2	$103K	Hold	2,500	–	–	0.02%	107
2024 Q1	$105K	Sell	2,500 -500	-17%	-$19.7K	0.02%	100
2023 Q4	$113K	Sell	3,000 -1,000	-25%	-$34.6K	0.03%	97
2023 Q3	$133K	Hold	4,000	–	–	0.04%	99
2023 Q2	$135K	Sell	4,000 -100	-2%	-$3.26K	0.04%	102
2023 Q1	$132K	Buy	4,100 +100	+3%	+$3.48K	0.04%	93
2022 Q4	$137K	Hold	4,000	–	–	0.04%	87
2022 Q3	$121K	Hold	4,000	–	–	0.04%	92
2022 Q2	$126K	Hold	4,000	–	–	0.04%	90
2022 Q1	$153K	Sell	4,000 -1,203	-23%	-$47K	0.04%	100
2021 Q4	$203K	Buy	5,203 +3,203	+160%	+$126K	0.06%	94
2021 Q3	$75K	Sell	2,000 -626	-24%	-$23.4K	0.02%	106
2021 Q2	$96K	Hold	2,626	–	–	0.03%	97
2021 Q1	$89K	Hold	2,626	–	–	0.03%	92
2020 Q4	$77K	Sell	2,626 -95	-3%	-$2.54K	0.03%	93
2020 Q3	$65K	Buy	2,721 +95	+4%	+$2.31K	0.03%	78
2020 Q2	$61K	Hold	2,626	–	–	0.03%	70
2020 Q1	$55K	Sell	2,626 -1,274	-33%	-$35.1K	0.04%	75
2019 Q4	$120K	Buy	+3,900	New	+$114K	0.07%	76
2019 Q3	–	Sell	-5,326	Closed	-$147K	–	120
2019 Q2	$147K	Buy	+5,326	New	+$144K	0.1%	79

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

Rice Partnership's XLF Position: Q1 2026 in Review

Rice Partnership reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q1 2026, selling an estimated $46.9K and leaving 2,400 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #125.

Rice Partnership first reported a position in XLF in Q2 2019 and has held it in 27 quarters since. The position peaked at $203K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Rice Partnership held 2,400 shares of State Street Financial Select Sector SPDR ETF worth $118K as of Q1 2026.
Rice Partnership sold 900 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $46.9K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Rice Partnership's portfolio in Q1 2026, its #125 holding.
Rice Partnership first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 27 quarters since.
Rice Partnership's State Street Financial Select Sector SPDR ETF position peaked at $203K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.