Sage Mountain Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sage Mountain 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	$212K	Hold	4,294	–	–	0.01%	197
2025 Q4	$235K	Hold	4,294	–	–	0.01%	448
2025 Q3	$231K	Sell	4,294 -94	-2%	-$4.98K	0.01%	433
2025 Q2	$230K	Hold	4,388	–	–	0.02%	384
2025 Q1	$219K	Hold	4,388	–	–	0.02%	360
2024 Q4	$212K	Hold	4,388	–	–	0.02%	360
2024 Q3	$199K	Hold	4,388	–	–	0.02%	385
2024 Q2	$180K	Buy	4,388 +287	+7%	+$11.8K	0.02%	341
2024 Q1	$173K	Buy	4,101 +180	+5%	+$7.11K	0.02%	328
2023 Q4	$147K	Hold	3,921	–	–	0.02%	275
2023 Q3	$130K	Hold	3,921	–	–	0.02%	278
2023 Q2	$132K	Hold	3,921	–	–	0.02%	267
2023 Q1	$126K	Hold	3,921	–	–	0.02%	255
2022 Q4	$134K	Sell	3,921 -593	-13%	-$20.1K	0.03%	181
2022 Q3	$137K	Hold	4,514	–	–	0.04%	210
2022 Q2	$142K	Sell	4,514 -791	-15%	-$27.3K	0.03%	472
2022 Q1	$203K	Sell	5,305 -101	-2%	-$3.95K	0.03%	462
2021 Q4	$211K	Buy	5,406 +103	+2%	+$4.05K	0.03%	513
2021 Q3	$199K	Sell	5,303 -1,637	-24%	-$61.2K	0.03%	436
2021 Q2	$255K	Buy	6,940 +2	+0%	+$73	0.04%	342
2021 Q1	$236K	Buy	6,938 +1,531	+28%	+$49.2K	0.05%	274
2020 Q4	$159K	Buy	+5,407	New	+$145K	0.05%	193

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

Sage Mountain Advisors's XLF Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,294 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #197.

Sage Mountain Advisors first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $255K in Q2 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sage Mountain Advisors held 4,294 shares of State Street Financial Select Sector SPDR ETF worth $212K as of Q1 2026.
Sage Mountain Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #197 holding.
Sage Mountain Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's State Street Financial Select Sector SPDR ETF position peaked at $255K in Q2 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.