Royal Capital Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Royal Capital Wealth Management’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	$425K	Sell	8,600 -697	-7%	-$36.3K	0.26%	56
2025 Q4	$509K	Buy	9,297 +2	+0%	+$107	0.3%	49
2025 Q3	$501K	Buy	9,295 +1	+0%	+$53	0.31%	49
2025 Q2	$487K	Buy	9,294 +2	+0%	+$99	0.32%	50
2025 Q1	$463K	Buy	9,292 +2	+0%	+$100	0.32%	48
2024 Q4	$449K	Sell	9,290 -310	-3%	-$15K	0.31%	46
2024 Q3	$435K	Buy	9,600 +2	+0%	+$87	0.31%	53
2024 Q2	$395K	Buy	9,598 +2	+0%	+$82	0.3%	53
2024 Q1	$404K	Buy	9,596 +2	+0%	+$79	0.32%	53
2023 Q4	$361K	Buy	9,594 +2	+0%	+$69	0.31%	61
2023 Q3	$318K	Buy	9,592 +2	+0%	+$69	0.31%	60
2023 Q2	$323K	Buy	9,590 +3	+0%	+$98	0.3%	64
2023 Q1	$308K	Buy	9,587 +2	+0%	+$70	0.31%	68
2022 Q4	$328K	Buy	9,585 +2	+0%	+$68	0.35%	61
2022 Q3	$291K	Buy	9,583 +1	+0%	+$33	0.34%	65
2022 Q2	$301K	Buy	9,582 +1	+0%	+$35	0.33%	68
2022 Q1	$367K	Buy	9,581 +481	+5%	+$18.8K	0.36%	66
2021 Q4	$355K	Buy	+9,100	New	+$358K	0.34%	70

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

Royal Capital Wealth Management's XLF Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.5% in Q1 2026, selling an estimated $36.3K and leaving 8,600 shares worth $425K. The position accounts for 0.26% of the portfolio, ranked #56.

Royal Capital Wealth Management first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $509K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Royal Capital Wealth Management held 8,600 shares of State Street Financial Select Sector SPDR ETF worth $425K as of Q1 2026.
Royal Capital Wealth Management sold 697 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $36.3K.
State Street Financial Select Sector SPDR ETF made up 0.26% of Royal Capital Wealth Management's portfolio in Q1 2026, its #56 holding.
Royal Capital Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $509K 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 Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.