Sloy Dahl & Holst’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sloy Dahl & Holst’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	$240K	Hold	4,859	–	–	0.03%	99
2025 Q4	$266K	Buy	4,859 +190	+4%	+$10.1K	0.03%	94
2025 Q3	$252K	Hold	4,669	–	–	0.03%	96
2025 Q2	$245K	Hold	4,669	–	–	0.03%	99
2025 Q1	$233K	Buy	4,669 +60	+1%	+$3.01K	0.04%	94
2024 Q4	$223K	Hold	4,609	–	–	0.03%	97
2024 Q3	$209K	Buy	+4,609	New	+$201K	0.04%	95
2021 Q1	–	Sell	-7,510	Closed	-$231K	–	70
2020 Q4	$231K	Buy	+7,510	New	+$201K	0.11%	46
2020 Q1	–	Sell	-7,510	Closed	-$231K	–	44
2019 Q4	$231K	Buy	+7,510	New	+$220K	0.21%	41

Other funds holding XLF

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return