SMART Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SMART Wealth’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	–	Sell	-8,281	Closed	-$454K	–	232
2025 Q4	$454K	Sell	8,281 -1,389	-14%	-$74K	0.14%	115
2025 Q3	$521K	Sell	9,670 -52,309	-84%	-$2.77M	0.2%	88
2025 Q2	$3.25M	Buy	61,979 +6,779	+12%	+$336K	1.02%	35
2025 Q1	$2.75M	Sell	55,200 -572	-1%	-$28.7K	0.99%	33
2024 Q4	$2.7M	Buy	55,772 +7,621	+16%	+$368K	0.96%	31
2024 Q3	$2.18M	Buy	48,151 +22,290	+86%	+$973K	0.86%	35
2024 Q2	$1.06M	Buy	25,861 +4,371	+20%	+$180K	0.43%	52
2024 Q1	$905K	Buy	+21,490	New	+$848K	0.41%	49
2023 Q3	–	Sell	-6,147	Closed	-$207K	–	86
2023 Q2	$207K	Buy	+6,147	New	+$201K	0.16%	77
2023 Q1	–	Sell	-12,009	Closed	-$411K	–	85
2022 Q4	$411K	Buy	+12,009	New	+$406K	0.31%	57

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

SMART Wealth's XLF Position: Q1 2026 in Review

SMART Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 8,281 shares — an estimated $454K sold.

SMART Wealth first reported a position in XLF in Q4 2022 and held it in 10 quarters. The position peaked at $3.25M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

SMART Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 8,281 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $454K.
SMART Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
SMART Wealth's State Street Financial Select Sector SPDR ETF position peaked at $3.25M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.