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

Rossby Financial’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	$1.04M	Buy	21,097 +18,190	+626%	+$948K	0.21%	101
2025 Q4	$159K	Buy	2,907 +2,798	+2,567%	+$149K	0.05%	321
2025 Q3	$5.82K	Hold	109	–	–	﹤0.01%	957
2025 Q2	$5.71K	Buy	109 +24	+28%	+$1.19K	﹤0.01%	878
2025 Q1	$4.08K	Buy	+85	New	+$4.26K	﹤0.01%	827

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

Rossby Financial's XLF Position: Q1 2026 in Review

Rossby Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 626% in Q1 2026, buying an estimated $948K and bringing the position to 21,097 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #101.

Rossby Financial first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Rossby Financial held 21,097 shares of State Street Financial Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Rossby Financial bought 18,190 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $948K.
State Street Financial Select Sector SPDR ETF made up 0.21% of Rossby Financial's portfolio in Q1 2026, its #101 holding.
Rossby Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.