Stillwater Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stillwater Private 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	$695K	Buy	+14,089	New	+$734K	0.59%	36

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

Stillwater Private Wealth's XLF Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 14,089 shares worth $695K. The stake represents 0.59% of the portfolio and ranks #36 among its holdings.

1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Stillwater Private Wealth held 14,089 shares of State Street Financial Select Sector SPDR ETF worth $695K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Stillwater Private Wealth position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.59% of Stillwater Private Wealth's portfolio in Q1 2026, its #36 holding.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.