Signature Wealth Management Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Signature Wealth Management 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	$834K	Buy	16,893 +884	+6%	+$46.1K	0.42%	45
2025 Q4	$877K	Buy	16,009 +42	+0.3%	+$2.24K	0.43%	44
2025 Q3	$860K	Sell	15,967 -1,168	-7%	-$61.9K	0.45%	43
2025 Q2	$897K	Buy	17,135 +41	+0.2%	+$2.03K	0.51%	39
2025 Q1	$851K	Buy	17,094 +42	+0.2%	+$2.11K	0.56%	35
2024 Q4	$824K	Buy	17,052 +51	+0.3%	+$2.47K	0.57%	35
2024 Q3	$770K	Sell	17,001 -3,674	-18%	-$160K	0.56%	38
2024 Q2	$850K	Buy	20,675 +995	+5%	+$40.9K	0.65%	34
2024 Q1	$829K	Sell	19,680 -567	-3%	-$22.4K	0.67%	34
2023 Q4	$761K	Buy	20,247 +6,952	+52%	+$241K	0.67%	36
2023 Q3	$441K	Buy	13,295 +42	+0.3%	+$1.45K	0.43%	53
2023 Q2	$447K	Sell	13,253 -2,241	-14%	-$73.1K	0.41%	55
2023 Q1	$498K	Sell	15,494 -3,694	-19%	-$128K	0.46%	56
2022 Q4	$656K	Buy	19,188 +1,518	+9%	+$51.3K	0.65%	44
2022 Q3	$536K	Sell	17,670 -770	-4%	-$25.4K	0.59%	49
2022 Q2	$580K	Buy	18,440 +1,226	+7%	+$42.4K	0.59%	50
2022 Q1	$660K	Buy	17,214 +812	+5%	+$31.7K	0.56%	50
2021 Q4	$640K	Buy	16,402 +608	+4%	+$23.9K	0.54%	48
2021 Q3	$593K	Hold	15,794	–	–	0.54%	50
2021 Q2	$579K	Sell	15,794 -300	-2%	-$11K	0.53%	52
2021 Q1	$548K	Buy	16,094 +300	+2%	+$9.64K	0.53%	56
2020 Q4	$466K	Buy	+15,794	New	+$423K	0.47%	54

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

Signature Wealth Management Partners's XLF Position: Q1 2026 in Review

Signature Wealth Management Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.5% in Q1 2026, buying an estimated $46.1K and bringing the position to 16,893 shares worth $834K. The position accounts for 0.42% of the portfolio, ranked #45.

Signature Wealth Management Partners first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $897K in Q2 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Signature Wealth Management Partners held 16,893 shares of State Street Financial Select Sector SPDR ETF worth $834K as of Q1 2026.
Signature Wealth Management Partners bought 884 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $46.1K.
State Street Financial Select Sector SPDR ETF made up 0.42% of Signature Wealth Management Partners's portfolio in Q1 2026, its #45 holding.
Signature Wealth Management Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Signature Wealth Management Partners's State Street Financial Select Sector SPDR ETF position peaked at $897K in Q2 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.