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

Rise 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	–	Sell	-8,359	Closed	-$458K	–	102
2025 Q4	$458K	Sell	8,359 -106,977	-93%	-$5.7M	0.16%	52
2025 Q3	$6.21M	Buy	115,336 +6,099	+6%	+$323K	2.23%	9
2025 Q2	$5.72M	Buy	109,237 +2,406	+2%	+$119K	2.27%	8
2025 Q1	$5.32M	Sell	106,831 -2,069	-2%	-$104K	2.35%	7
2024 Q4	$5.26M	Sell	108,900 -6,197	-5%	-$300K	2.53%	7
2024 Q3	$5.22M	Buy	115,097 +4,759	+4%	+$208K	2.5%	7
2024 Q2	$4.54M	Sell	110,338 -76,514	-41%	-$3.15M	2.4%	7
2024 Q1	$7.87M	Buy	186,852 +3,073	+2%	+$121K	4.19%	7
2023 Q4	$6.91M	Buy	183,779 +2,636	+1%	+$91.3K	4.83%	7
2023 Q3	$6.01M	Buy	181,143 +14,353	+9%	+$495K	4.76%	6
2023 Q2	$5.62M	Buy	166,790 +17,247	+12%	+$563K	4.35%	6
2023 Q1	$4.81M	Buy	149,543 +61,962	+71%	+$2.15M	3.63%	7
2022 Q4	$3M	Sell	87,581 -5,631	-6%	-$190K	2.41%	8
2022 Q3	$2.83M	Buy	93,212 +3,737	+4%	+$124K	2.35%	9
2022 Q2	$2.81M	Buy	89,475 +3,244	+4%	+$112K	2.84%	8
2022 Q1	$3.3M	Buy	86,231 +32,497	+60%	+$1.27M	2.97%	8
2021 Q4	$2.1M	Buy	+53,734	New	+$2.11M	2%	11

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rise Advisors's XLF Position: Q1 2026 in Review

Rise Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 8,359 shares — an estimated $458K sold.

Rise Advisors first reported a position in XLF in Q4 2021 and held it in 17 quarters. The position peaked at $7.87M in Q1 2024. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Rise Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Rise Advisors sold 8,359 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $458K.
Rise Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 17 quarters.
Rise Advisors's State Street Financial Select Sector SPDR ETF position peaked at $7.87M in Q1 2024.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Rise Advisors's 13F filing for Q1 2026, filed 3 Apr 2026.