Savvy Advisors Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Savvy Advisors Inc’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	$506K	Buy	10,246 +2,169	+27%	+$113K	0.01%	668
2025 Q4	$442K	Buy	8,077 +4,029	+100%	+$215K	0.01%	614
2025 Q3	$218K	Buy	4,048 +198	+5%	+$10.5K	0.01%	754
2025 Q2	$202K	Buy	+3,850	New	+$191K	0.01%	614
2025 Q1	–	Sell	-6,346	Closed	-$307K	–	541
2024 Q4	$307K	Buy	6,346 +423	+7%	+$20.5K	0.04%	336
2024 Q3	$268K	Buy	+5,923	New	+$258K	0.05%	276

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

Savvy Advisors Inc's XLF Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q1 2026, buying an estimated $113K and bringing the position to 10,246 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #668.

Savvy Advisors Inc first reported a position in XLF in Q3 2024 and has held it in 6 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Savvy Advisors Inc held 10,246 shares of State Street Financial Select Sector SPDR ETF worth $506K as of Q1 2026.
Savvy Advisors Inc bought 2,169 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $113K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #668 holding.
Savvy Advisors Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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