Risk Paradigm Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Risk Paradigm Group’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	$2.59M	Buy	52,400 +503	+1%	+$26.2K	2.21%	17
2025 Q4	$2.84M	Buy	+51,897	New	+$2.77M	2.74%	12
2018 Q4	–	Sell	-430	Closed	-$11.9K	–	96
2018 Q3	$11.9K	Sell	430 -2,332	-84%	-$65.2K	0.02%	87
2018 Q2	$73.4K	Sell	2,762 -303	-10%	-$8.36K	0.14%	67
2018 Q1	$84.5K	Sell	3,065 -420	-12%	-$12.1K	0.11%	121
2017 Q4	$97.3K	Buy	3,485 +210	+6%	+$5.65K	0.1%	128
2017 Q3	$84.7K	Buy	3,275 +741	+29%	+$18.5K	0.1%	120
2017 Q2	$62.5K	Sell	2,534 -1,115	-31%	-$26.5K	0.07%	137
2017 Q1	$86.6K	Sell	3,649 -636	-15%	-$15.2K	0.1%	111
2016 Q4	$99.6K	Hold	4,285	–	–	0.11%	125
2016 Q3	$82.7K	Sell	4,285 -596	-12%	-$12.3K	0.06%	142
2016 Q2	$97.9K	Hold	4,881	–	–	0.13%	110
2016 Q1	$96.4K	Sell	4,881 -64,010	-93%	-$1.22M	0.12%	93
2015 Q4	$1.44M	Buy	68,891 +58,874	+588%	+$1.24M	1.7%	23
2015 Q3	$199K	Sell	10,017 -87,656	-90%	-$1.86M	0.41%	41
2015 Q2	$2.09M	Sell	97,673 -3,640	-4%	-$78.6K	1.99%	18
2015 Q1	$2.14M	Buy	+101,313	New	+$2.14M	2.09%	19

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

Risk Paradigm Group's XLF Position: Q1 2026 in Review

Risk Paradigm Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.97% in Q1 2026, buying an estimated $26.2K and bringing the position to 52,400 shares worth $2.59M. The position accounts for 2.21% of the portfolio, ranked #17.

Risk Paradigm Group first reported a position in XLF in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.84M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Risk Paradigm Group held 52,400 shares of State Street Financial Select Sector SPDR ETF worth $2.59M as of Q1 2026.
Risk Paradigm Group bought 503 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $26.2K.
State Street Financial Select Sector SPDR ETF made up 2.21% of Risk Paradigm Group's portfolio in Q1 2026, its #17 holding.
Risk Paradigm Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 17 quarters since.
Risk Paradigm Group's State Street Financial Select Sector SPDR ETF position peaked at $2.84M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.