Soundwatch Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Soundwatch Capital’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	-6,351	Closed	-$348K	–	53
2025 Q4	$348K	Buy	6,351 +2,411	+61%	+$128K	0.05%	34
2025 Q3	$212K	Sell	3,940 -292	-7%	-$15.5K	0.03%	38
2025 Q2	$230K	Buy	4,232 +13	+0.3%	+$643	0.04%	133
2025 Q1	$210K	Sell	4,219 -754	-15%	-$37.8K	0.1%	27
2024 Q4	$240K	Buy	+4,973	New	+$240K	0.03%	34
2022 Q1	–	Sell	-5,611	Closed	-$219K	–	33
2021 Q4	$219K	Hold	5,611	–	–	0.05%	32
2021 Q3	$211K	Buy	+5,611	New	+$210K	0.02%	32

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

Soundwatch Capital's XLF Position: Q1 2026 in Review

Soundwatch Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 6,351 shares — an estimated $348K sold.

Soundwatch Capital first reported a position in XLF in Q3 2021 and held it in 7 quarters. The position peaked at $348K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Soundwatch Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Soundwatch Capital sold 6,351 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $348K.
Soundwatch Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 7 quarters.
Soundwatch Capital's State Street Financial Select Sector SPDR ETF position peaked at $348K 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 Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.