Seven Springs Wealth Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Seven Springs Wealth Group’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	$504K	Hold	10,206	–	–	0.12%	49
2025 Q4	$559K	Sell	10,206 -56	-0.5%	-$2.98K	0.16%	45
2025 Q3	$553K	Hold	10,262	–	–	0.13%	50
2025 Q2	$537K	Hold	10,262	–	–	0.13%	48
2025 Q1	$511K	Hold	10,262	–	–	0.18%	46
2024 Q4	$496K	Hold	10,262	–	–	0.18%	46
2024 Q3	$465K	Hold	10,262	–	–	0.17%	47
2024 Q2	$422K	Hold	10,262	–	–	0.17%	44
2024 Q1	$432K	Hold	10,262	–	–	0.17%	45
2023 Q4	$386K	Sell	10,262 -183	-2%	-$6.33K	0.17%	44
2023 Q3	$346K	Hold	10,445	–	–	0.17%	44
2023 Q2	$352K	Hold	10,445	–	–	0.17%	45
2023 Q1	$336K	Sell	10,445 -264	-2%	-$9.17K	0.17%	44
2022 Q4	$366K	Sell	10,709 -233	-2%	-$7.88K	0.18%	43
2022 Q3	$332K	Hold	10,942	–	–	0.18%	45
2022 Q2	$344K	Hold	10,942	–	–	0.17%	52
2022 Q1	$419K	Hold	10,942	–	–	0.2%	47
2021 Q4	$427K	Hold	10,942	–	–	0.2%	45
2021 Q3	$411K	Hold	10,942	–	–	0.2%	44
2021 Q2	$401K	Hold	10,942	–	–	0.17%	49
2021 Q1	$373K	Sell	10,942 -504	-4%	-$16.2K	0.18%	41
2020 Q4	$337K	Sell	11,446 -5,088	-31%	-$136K	0.17%	41
2020 Q3	$398K	Buy	16,534 +1,200	+8%	+$29.2K	0.25%	37
2020 Q2	$355K	Buy	15,334 +557	+4%	+$12.6K	0.23%	32
2020 Q1	$308K	Buy	+14,777	New	+$407K	0.22%	36

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

Seven Springs Wealth Group's XLF Position: Q1 2026 in Review

Seven Springs Wealth Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 10,206 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #49.

Seven Springs Wealth Group first reported a position in XLF in Q1 2020 and has held it in 25 quarters since. The position peaked at $559K in Q4 2025. 1,838 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Seven Springs Wealth Group held 10,206 shares of State Street Financial Select Sector SPDR ETF worth $504K as of Q1 2026.
Seven Springs Wealth Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.12% of Seven Springs Wealth Group's portfolio in Q1 2026, its #49 holding.
Seven Springs Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Seven Springs Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $559K in Q4 2025.
1,838 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.