Rothschild Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rothschild Capital Partners’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
2016 Q3	–	Sell	-140,115	Closed	-$2.28M	–	89
2016 Q2	$2.28M	Buy	+140,115	New	+$2.84M	0.88%	35

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 $424B AUM 22.96% 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

Rothschild Capital Partners's XLF Position: Q1 2026 in Review

Rothschild Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 27,991 shares — an estimated $1.53M sold.

Rothschild Capital Partners first reported a position in XLF in Q3 2016 and held it in 32 quarters. The position peaked at $11.7M in Q2 2021. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Rothschild Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Rothschild Capital Partners sold 27,991 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.53M.
Rothschild Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 32 quarters.
Rothschild Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $11.7M in Q2 2021.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.