Sittner & Nelson’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sittner & Nelson’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	$52.5K	Hold	1,064	–	–	0.02%	297
2025 Q4	$57.7K	Buy	1,064 +50	+5%	+$2.66K	0.02%	263
2025 Q3	$54.6K	Hold	1,014	–	–	0.02%	246
2025 Q2	$53.1K	Hold	1,014	–	–	0.02%	244
2025 Q1	$50.5K	Hold	1,014	–	–	0.02%	238
2024 Q4	$49K	Hold	1,014	–	–	0.02%	229
2024 Q3	$46K	Hold	1,014	–	–	0.02%	236
2024 Q2	$41.7K	Buy	+1,014	New	+$41.7K	0.02%	226
2023 Q3	–	Sell	-180	Closed	-$6.07K	–	486
2023 Q2	$6.07K	Buy	+180	New	+$5.88K	﹤0.01%	385

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

Sittner & Nelson's XLF Position: Q1 2026 in Review

Sittner & Nelson held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 1,064 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #297.

Sittner & Nelson first reported a position in XLF in Q2 2023 and has held it in 9 quarters since. The position peaked at $57.7K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sittner & Nelson held 1,064 shares of State Street Financial Select Sector SPDR ETF worth $52.5K as of Q1 2026.
Sittner & Nelson 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 Sittner & Nelson's portfolio in Q1 2026, its #297 holding.
Sittner & Nelson first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 9 quarters since.
Sittner & Nelson's State Street Financial Select Sector SPDR ETF position peaked at $57.7K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.