Secure Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Secure Asset Management’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	–	Sell	-4,457	Closed	-$244K	–	379
2025 Q4	$244K	Buy	4,457 +117	+3%	+$6.23K	0.04%	296
2025 Q3	$232K	Buy	+4,340	New	+$230K	0.04%	280
2022 Q4	–	Sell	-8,886	Closed	-$270K	–	200
2022 Q3	$270K	Sell	8,886 -2,559	-22%	-$84.6K	0.15%	116
2022 Q2	$360K	Sell	11,445 -5,139	-31%	-$178K	0.2%	104
2022 Q1	$635K	Buy	16,584 +6,428	+63%	+$251K	0.29%	71
2021 Q4	$397K	Buy	10,156 +2,721	+37%	+$107K	0.16%	109
2021 Q3	$279K	Buy	7,435 +279	+4%	+$10.4K	0.14%	135
2021 Q2	$263K	Buy	+7,156	New	+$262K	0.13%	149
2020 Q1	–	Sell	-49,373	Closed	-$1.52M	–	163
2019 Q4	$1.52M	Buy	+49,373	New	+$1.45M	1.07%	23

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Secure Asset Management's XLF Position: Q1 2026 in Review

Secure Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,457 shares — an estimated $244K sold.

Secure Asset Management first reported a position in XLF in Q4 2019 and held it in 9 quarters. The position peaked at $1.52M in Q4 2019. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Secure Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 4,457 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $244K.
Secure Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Secure Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.52M in Q4 2019.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.