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

Sageworth Trust’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	$381K	Hold	7,720	–	–	0.02%	127
2025 Q4	$423K	Hold	7,720	–	–	0.02%	98
2025 Q3	$416K	Buy	+7,720	New	+$409K	0.02%	177
2019 Q3	–	Sell	-500	Closed	-$14K	–	182
2019 Q2	$14K	Buy	+500	New	+$13.5K	﹤0.01%	146

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

Sageworth Trust's XLF Position: Q1 2026 in Review

Sageworth Trust held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 7,720 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #127.

Sageworth Trust first reported a position in XLF in Q2 2019 and has held it in 4 quarters since. The position peaked at $423K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sageworth Trust held 7,720 shares of State Street Financial Select Sector SPDR ETF worth $381K as of Q1 2026.
Sageworth Trust left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Sageworth Trust's portfolio in Q1 2026, its #127 holding.
Sageworth Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 4 quarters since.
Sageworth Trust's State Street Financial Select Sector SPDR ETF position peaked at $423K 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 Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.