Solutions 4 Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Solutions 4 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	$347K	Sell	7,028 -1,817	-21%	-$94.7K	0.52%	42
2025 Q4	$484K	Buy	8,845 +23	+0.3%	+$1.23K	0.73%	36
2025 Q3	$475K	Sell	8,822 -220	-2%	-$11.7K	0.74%	33
2025 Q2	$474K	Buy	9,042 +23	+0.3%	+$1.14K	0.79%	32
2025 Q1	$449K	Buy	9,019 +35	+0.4%	+$1.76K	0.79%	30
2024 Q4	$434K	Buy	8,984 +29	+0.3%	+$1.4K	0.79%	30
2024 Q3	$406K	Sell	8,955 -49,441	-85%	-$2.16M	0.79%	33
2024 Q2	$2.4M	Sell	58,396 -1,530	-3%	-$63K	5.44%	4
2024 Q1	$2.52M	Buy	59,926 +34	+0.1%	+$1.34K	7.09%	3
2023 Q4	$2.25M	Buy	+59,892	New	+$2.07M	7.35%	4

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

Solutions 4 Wealth's XLF Position: Q1 2026 in Review

Solutions 4 Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, selling an estimated $94.7K and leaving 7,028 shares worth $347K. The position accounts for 0.52% of the portfolio, ranked #42.

Solutions 4 Wealth first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.52M in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Solutions 4 Wealth held 7,028 shares of State Street Financial Select Sector SPDR ETF worth $347K as of Q1 2026.
Solutions 4 Wealth sold 1,817 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $94.7K.
State Street Financial Select Sector SPDR ETF made up 0.52% of Solutions 4 Wealth's portfolio in Q1 2026, its #42 holding.
Solutions 4 Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's State Street Financial Select Sector SPDR ETF position peaked at $2.52M in Q1 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.