Stelac Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stelac Advisory Services’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	$419K	Buy	8,481 +1,506	+22%	+$78.5K	0.08%	101
2025 Q4	$382K	Buy	+6,975	New	+$372K	0.14%	64
2022 Q2	–	Sell	-4,982	Closed	-$191K	–	190
2022 Q1	$191K	Hold	4,982	–	–	0.07%	108
2021 Q4	$195K	Sell	4,982 -1,103	-18%	-$43.4K	0.05%	145
2021 Q3	$228K	Sell	6,085 -3,550	-37%	-$133K	0.06%	179
2021 Q2	$354K	Sell	9,635 -1,024	-10%	-$37.5K	0.08%	158
2021 Q1	$363K	Sell	10,659 -1,025	-9%	-$32.9K	0.13%	114
2020 Q4	$344K	Buy	11,684 +1,130	+11%	+$30.2K	0.09%	131
2020 Q3	$254K	Buy	10,554 +1,888	+22%	+$45.9K	0.09%	120
2020 Q2	$201K	Sell	8,666 -920	-10%	-$20.9K	0.08%	110
2020 Q1	$200K	Buy	9,586 +1,094	+13%	+$30.1K	0.1%	83
2019 Q4	$261K	Buy	8,492 +1,737	+26%	+$51K	0.19%	52
2019 Q3	$189K	Hold	6,755	–	–	0.13%	69
2019 Q2	$186K	Sell	6,755 -29,850	-82%	-$808K	0.14%	61
2019 Q1	$872K	Hold	36,605	–	–	0.42%	24
2018 Q4	$872K	Sell	36,605 -9,099	-20%	-$236K	0.43%	24
2018 Q3	$1.26M	Sell	45,704 -17,376	-28%	-$486K	0.37%	31
2018 Q2	$1.68M	Hold	63,080	–	–	0.46%	22
2018 Q1	$1.74M	Buy	63,080 +7,219	+13%	+$208K	0.52%	21
2017 Q4	$1.56M	Sell	55,861 -13,439	-19%	-$362K	0.66%	16
2017 Q3	$1.79M	Buy	69,300 +37,392	+117%	+$933K	0.54%	20
2017 Q2	$787K	Hold	31,908	–	–	0.26%	24
2017 Q1	$758K	Hold	31,908	–	–	0.24%	26
2016 Q4	$742K	Buy	31,908 +1,715	+6%	+$36.8K	0.25%	25
2016 Q3	$583K	Sell	30,193 -4,201	-12%	-$86.7K	0.19%	28
2016 Q2	$690K	Buy	34,394 +22,498	+189%	+$455K	0.21%	25
2016 Q1	$235K	Buy	11,896 +478	+4%	+$9.11K	0.08%	38
2015 Q4	$239K	Buy	11,418 +5,121	+81%	+$108K	0.07%	41
2015 Q3	$125K	Buy	+6,297	New	+$133K	0.03%	47

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

Stelac Advisory Services's XLF Position: Q1 2026 in Review

Stelac Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, buying an estimated $78.5K and bringing the position to 8,481 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #101.

Stelac Advisory Services first reported a position in XLF in Q3 2015 and has held it in 29 quarters since. The position peaked at $1.79M in Q3 2017. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Stelac Advisory Services held 8,481 shares of State Street Financial Select Sector SPDR ETF worth $419K as of Q1 2026.
Stelac Advisory Services bought 1,506 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $78.5K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Stelac Advisory Services's portfolio in Q1 2026, its #101 holding.
Stelac Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and has held it in 29 quarters since.
Stelac Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $1.79M in Q3 2017.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.