Shufro Rose & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Shufro Rose & Co’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	$247K	Hold	5,000	–	–	0.02%	256
2025 Q4	$274K	Sell	5,000 -600	-11%	-$32K	0.02%	243
2025 Q3	$279K	Hold	5,600	–	–	0.02%	246
2025 Q2	$279K	Hold	5,600	–	–	0.02%	244
2025 Q1	$279K	Hold	5,600	–	–	0.02%	248
2024 Q4	$271K	Hold	5,600	–	–	0.02%	238
2024 Q3	$230K	Hold	5,600	–	–	0.02%	270
2024 Q2	$230K	Hold	5,600	–	–	0.02%	270
2024 Q1	$236K	Buy	+5,600	New	+$221K	0.02%	256

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

Shufro Rose & Co's XLF Position: Q1 2026 in Review

Shufro Rose & Co held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,000 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #256.

Shufro Rose & Co first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $279K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Shufro Rose & Co held 5,000 shares of State Street Financial Select Sector SPDR ETF worth $247K as of Q1 2026.
Shufro Rose & Co 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 Shufro Rose & Co's portfolio in Q1 2026, its #256 holding.
Shufro Rose & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Shufro Rose & Co's State Street Financial Select Sector SPDR ETF position peaked at $279K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.