Sagespring Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sagespring Wealth 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
2026 Q1	$458K	Sell	9,281 -5,393	-37%	-$281K	0.01%	522
2025 Q4	$804K	Sell	14,674 -10,580	-42%	-$564K	0.01%	349
2025 Q3	$1.36M	Buy	25,254 +7,858	+45%	+$416K	0.03%	250
2025 Q2	$911K	Buy	17,396 +5,604	+48%	+$277K	0.02%	302
2025 Q1	$587K	Buy	11,792 +989	+9%	+$49.6K	0.01%	350
2024 Q4	$522K	Buy	+10,803	New	+$522K	0.01%	340

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

Sagespring Wealth Partners's XLF Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q1 2026, selling an estimated $281K and leaving 9,281 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #522.

Sagespring Wealth Partners first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sagespring Wealth Partners held 9,281 shares of State Street Financial Select Sector SPDR ETF worth $458K as of Q1 2026.
Sagespring Wealth Partners sold 5,393 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $281K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #522 holding.
Sagespring Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.36M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.