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

Richmond Investment 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 		$436K Sell
8,823
-1,540
-15% -$80.2K 0.07% 168
2025
Q4 		$568K Sell
10,363
-1,830
-15% -$97.5K 0.1% 125
2025
Q3 		$657K Buy
12,193
+2,565
+27% +$136K 0.12% 115
2025
Q2 		$504K Buy
+9,628
New +$477K 0.11% 126

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richmond Investment Services's XLF Position: Q1 2026 in Review

Richmond Investment Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q1 2026, selling an estimated $80.2K and leaving 8,823 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #168.

Richmond Investment Services first reported a position in XLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $657K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Richmond Investment Services held 8,823 shares of State Street Financial Select Sector SPDR ETF worth $436K as of Q1 2026.
  • Richmond Investment Services sold 1,540 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $80.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Richmond Investment Services's portfolio in Q1 2026, its #168 holding.
  • Richmond Investment Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's State Street Financial Select Sector SPDR ETF position peaked at $657K in Q3 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.