Smith & Howard Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Smith & Howard Wealth 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	$209K	Hold	4,226	–	–	0.05%	85
2025 Q4	$231K	Hold	4,226	–	–	0.05%	77
2025 Q3	$228K	Hold	4,226	–	–	0.05%	73
2025 Q2	$221K	Hold	4,226	–	–	0.06%	77
2025 Q1	$210K	Hold	4,226	–	–	0.06%	80
2024 Q4	$204K	Buy	+4,226	New	+$204K	0.06%	81
2014 Q1	–	Sell	-7,598	Closed	-$146K	–	218
2013 Q4	$146K	Buy	7,598 +57	+0.8%	+$1.05K	0.08%	65
2013 Q3	$132K	Buy	7,541 +171	+2%	+$3.03K	0.08%	44
2013 Q2	$126K	Buy	+7,370	New	+$124K	0.08%	44

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

Smith & Howard Wealth Management's XLF Position: Q1 2026 in Review

Smith & Howard Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,226 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #85.

Smith & Howard Wealth Management first reported a position in XLF in Q2 2013 and has held it in 9 quarters since. The position peaked at $231K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Smith & Howard Wealth Management held 4,226 shares of State Street Financial Select Sector SPDR ETF worth $209K as of Q1 2026.
Smith & Howard Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #85 holding.
Smith & Howard Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 9 quarters since.
Smith & Howard Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $231K 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 Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.