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

Silvercrest 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	$355K	Sell	7,183 -75	-1%	-$3.91K	﹤0.01%	741
2025 Q4	$398K	Buy	7,258 +5	+0.1%	+$266	﹤0.01%	749
2025 Q3	$391K	Buy	7,253 +4	+0.1%	+$212	﹤0.01%	723
2025 Q2	$380K	Sell	7,249 -1,766	-20%	-$87.4K	﹤0.01%	741
2025 Q1	$449K	Sell	9,015 -106	-1%	-$5.32K	﹤0.01%	720
2024 Q4	$441K	Buy	9,121 +2,328	+34%	+$113K	﹤0.01%	714
2024 Q3	$308K	Buy	6,793 +6	+0.1%	+$262	﹤0.01%	721
2024 Q2	$279K	Buy	6,787 +57	+0.8%	+$2.35K	﹤0.01%	826
2024 Q1	$283K	Buy	6,730 +1,249	+23%	+$49.3K	﹤0.01%	808
2023 Q4	$206K	Sell	5,481 -277,911	-98%	-$9.62M	﹤0.01%	800
2023 Q3	$9.4M	Buy	283,392 +275,785	+3,625%	+$9.5M	0.07%	245
2023 Q2	$256K	Buy	+7,607	New	+$248K	﹤0.01%	768
2021 Q1	–	Sell	-100,802	Closed	-$2.97M	–	884
2020 Q4	$2.97M	Buy	+100,802	New	+$2.7M	0.02%	424
2015 Q1	–	Sell	-67,295	Closed	-$1.46M	–	498
2014 Q4	$1.46M	Buy	67,295 +23,324	+53%	+$489K	0.02%	290
2014 Q3	$894K	Buy	+43,971	New	+$888K	0.01%	324

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

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

Silvercrest Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q1 2026, selling an estimated $3.91K and leaving 7,183 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Silvercrest Asset Management first reported a position in XLF in Q3 2014 and has held it in 15 quarters since. The position peaked at $9.4M in Q3 2023. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Silvercrest Asset Management held 7,183 shares of State Street Financial Select Sector SPDR ETF worth $355K as of Q1 2026.
Silvercrest Asset Management sold 75 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.91K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #741 holding.
Silvercrest Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2014 and has held it in 15 quarters since.
Silvercrest Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $9.4M in Q3 2023.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.