Sound View Wealth Advisors Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sound View Wealth Advisors Group’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	$445K	Sell	9,021 -741	-8%	-$38.6K	0.03%	286
2025 Q4	$535K	Sell	9,762 -200	-2%	-$10.7K	0.04%	263
2025 Q3	$537K	Hold	9,962	–	–	0.04%	266
2025 Q2	$522K	Buy	9,962 +133	+1%	+$6.58K	0.04%	262
2025 Q1	$490K	Hold	9,829	–	–	0.04%	260
2024 Q4	$475K	Buy	9,829 +748	+8%	+$36.2K	0.04%	267
2024 Q3	$412K	Buy	9,081 +1,234	+16%	+$53.8K	0.03%	287
2024 Q2	$323K	Buy	7,847 +158	+2%	+$6.5K	0.03%	289
2024 Q1	$324K	Hold	7,689	–	–	0.03%	296
2023 Q4	$289K	Sell	7,689 -424	-5%	-$14.7K	0.03%	314
2023 Q3	$269K	Sell	8,113 -1,450	-15%	-$50K	0.03%	307
2023 Q2	$322K	Sell	9,563 -484	-5%	-$15.8K	0.04%	279
2023 Q1	$323K	Buy	10,047 +2,358	+31%	+$81.9K	0.04%	275
2022 Q4	$289K	Buy	7,689 +11	+0.1%	+$372	0.03%	314
2022 Q3	$233K	Hold	7,678	–	–	0.05%	243
2022 Q2	$241K	Sell	7,678 -500	-6%	-$17.3K	0.05%	250
2022 Q1	$313K	Buy	8,178 +2,046	+33%	+$80K	0.06%	235
2021 Q4	$239K	Sell	6,132 -8	-0.1%	-$314	0.05%	267
2021 Q3	$230K	Buy	+6,140	New	+$230K	0.05%	266

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

Sound View Wealth Advisors Group's XLF Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.6% in Q1 2026, selling an estimated $38.6K and leaving 9,021 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #286.

Sound View Wealth Advisors Group first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $537K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sound View Wealth Advisors Group held 9,021 shares of State Street Financial Select Sector SPDR ETF worth $445K as of Q1 2026.
Sound View Wealth Advisors Group sold 741 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $38.6K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #286 holding.
Sound View Wealth Advisors Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Sound View Wealth Advisors Group's State Street Financial Select Sector SPDR ETF position peaked at $537K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.