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

Sandbox Financial 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	$5.13M	Buy	103,928 +6,598	+7%	+$344K	1.44%	19
2025 Q4	$5.33M	Buy	97,330 +37,505	+63%	+$2M	1.48%	17
2025 Q3	$3.22M	Buy	59,825 +6,359	+12%	+$337K	0.92%	25
2025 Q2	$2.8M	Buy	53,466 +467	+0.9%	+$23.1K	0.88%	26
2025 Q1	$2.64M	Buy	52,999 +593	+1%	+$29.7K	0.93%	27
2024 Q4	$2.53M	Buy	52,406 +4,524	+9%	+$219K	0.84%	28
2024 Q3	$2.17M	Buy	47,882 +1,064	+2%	+$46.4K	0.77%	27
2024 Q2	$1.92M	Buy	46,818 +3,472	+8%	+$143K	0.74%	28
2024 Q1	$1.83M	Buy	+43,346	New	+$1.71M	0.77%	26
2021 Q3	–	Sell	-6,814	Closed	-$250K	–	116
2021 Q2	$250K	Buy	+6,814	New	+$249K	0.19%	73

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

Sandbox Financial Partners's XLF Position: Q1 2026 in Review

Sandbox Financial Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.8% in Q1 2026, buying an estimated $344K and bringing the position to 103,928 shares worth $5.13M. The position accounts for 1.44% of the portfolio, ranked #19.

Sandbox Financial Partners first reported a position in XLF in Q2 2021 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sandbox Financial Partners held 103,928 shares of State Street Financial Select Sector SPDR ETF worth $5.13M as of Q1 2026.
Sandbox Financial Partners bought 6,598 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $344K.
State Street Financial Select Sector SPDR ETF made up 1.44% of Sandbox Financial Partners's portfolio in Q1 2026, its #19 holding.
Sandbox Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
Sandbox Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $5.33M 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 Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.