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

Roberts Wealth 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	$1.46M	Buy	29,555 +1,611	+6%	+$83.9K	0.37%	63
2025 Q4	$1.53M	Sell	27,944 -2,448	-8%	-$130K	0.4%	61
2025 Q3	$1.64M	Sell	30,392 -503	-2%	-$26.7K	0.44%	63
2025 Q2	$1.62M	Sell	30,895 -87	-0.3%	-$4.31K	0.47%	60
2025 Q1	$1.54M	Buy	30,982 +229	+0.7%	+$11.5K	0.48%	60
2024 Q4	$1.52M	Buy	30,753 +3,571	+13%	+$173K	0.46%	56
2024 Q3	$1.23M	Sell	27,182 -363	-1%	-$15.8K	0.4%	59
2024 Q2	$1.15M	Sell	27,545 -1,101	-4%	-$45.3K	0.39%	60
2024 Q1	$1.14M	Sell	28,646 -206	-0.7%	-$8.13K	0.43%	60
2023 Q4	$3.26M	Sell	28,852 -51	-0.2%	-$1.77K	0.51%	48
2023 Q3	$970K	Sell	28,903 -1,148	-4%	-$39.6K	0.43%	58
2023 Q2	$1.01M	Sell	30,051 -2,952	-9%	-$96.3K	0.45%	56
2023 Q1	$1.05M	Buy	33,003 +323	+1%	+$11.2K	0.48%	54
2022 Q4	$1.12M	Buy	32,680 +4,002	+14%	+$135K	0.54%	55
2022 Q3	$907K	Buy	28,678 +283	+1%	+$9.35K	0.45%	56
2022 Q2	$911K	Buy	28,395 +954	+3%	+$33K	0.4%	62
2022 Q1	$1.05M	Buy	27,441 +1,054	+4%	+$41.2K	0.41%	66
2021 Q4	$1.04M	Buy	26,387 +1,061	+4%	+$41.7K	0.38%	68
2021 Q3	$950K	Buy	+25,326	New	+$948K	0.38%	64

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

Roberts Wealth Advisors's XLF Position: Q1 2026 in Review

Roberts Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.8% in Q1 2026, buying an estimated $83.9K and bringing the position to 29,555 shares worth $1.46M. The position accounts for 0.37% of the portfolio, ranked #63.

Roberts Wealth Advisors first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.26M in Q4 2023. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Roberts Wealth Advisors held 29,555 shares of State Street Financial Select Sector SPDR ETF worth $1.46M as of Q1 2026.
Roberts Wealth Advisors bought 1,611 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $83.9K.
State Street Financial Select Sector SPDR ETF made up 0.37% of Roberts Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Roberts Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Roberts Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.26M in Q4 2023.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.