Richardson Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Richardson Financial Services’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	$10K	Buy	+203	New	+$10.6K	0.01%	477
2025 Q1	–	Sell	-19,417	Closed	-$937K	–	642
2024 Q4	$937K	Buy	+19,417	New	+$939K	0.66%	36

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

Richardson Financial Services's XLF Position: Q1 2026 in Review

Richardson Financial Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 203 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in XLF as recently as Q4 2024.

Richardson Financial Services first reported a position in XLF in Q4 2024 and has held it in 2 quarters since. The position peaked at $937K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Richardson Financial Services held 203 shares of State Street Financial Select Sector SPDR ETF worth $10K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Richardson Financial Services position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #477 holding.
Richardson Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
Richardson Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $937K in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.