Stack Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stack Financial 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	–	Sell	-3,912	Closed	-$214K	–	61
2025 Q4	$214K	Buy	+3,912	New	+$208K	0.02%	57
2020 Q1	–	Sell	-14,901	Closed	-$459K	–	50
2019 Q4	$459K	Sell	14,901 -35	-0.2%	-$1.03K	0.05%	45
2019 Q3	$418K	Buy	14,936 +3,807	+34%	+$105K	0.05%	44
2019 Q2	$307K	Buy	+11,129	New	+$301K	0.03%	45
2019 Q1	–	Sell	-22,674	Closed	-$540K	–	48
2018 Q4	$540K	Buy	+22,674	New	+$589K	0.07%	45
2018 Q3	–	Sell	-8,155	Closed	-$217K	–	52
2018 Q2	$217K	Hold	8,155	–	–	0.03%	48
2018 Q1	$225K	Hold	8,155	–	–	0.03%	47
2017 Q4	$228K	Hold	8,155	–	–	0.02%	56
2017 Q3	$211K	Buy	+8,155	New	+$203K	0.02%	52

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

Stack Financial Management's XLF Position: Q1 2026 in Review

Stack Financial Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,912 shares — an estimated $214K sold.

Stack Financial Management first reported a position in XLF in Q3 2017 and held it in 9 quarters. The position peaked at $540K in Q4 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Stack Financial Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Stack Financial Management sold 3,912 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $214K.
Stack Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 9 quarters.
Stack Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $540K in Q4 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.