Stonehaven Wealth & Tax Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$203K	Buy	+4,104	New	+$214K	0.18%	77
2025 Q4	–	Sell	-4,210	Closed	-$227K	–	101
2025 Q3	$227K	Sell	4,210 -3	-0.1%	-$159	0.21%	70
2025 Q2	$221K	Sell	4,213 -13	-0.3%	-$643	0.22%	71
2025 Q1	$210K	Sell	4,226 -581	-12%	-$29.1K	0.22%	64
2024 Q4	$232K	Buy	+4,807	New	+$232K	0.25%	73

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

Stonehaven Wealth & Tax Solutions's XLF Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 4,104 shares worth $203K. The stake represents 0.18% of the portfolio and ranks #77 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in XLF as recently as Q3 2025.

Stonehaven Wealth & Tax Solutions first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $232K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 4,104 shares of State Street Financial Select Sector SPDR ETF worth $203K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Stonehaven Wealth & Tax Solutions position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.18% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #77 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Stonehaven Wealth & Tax Solutions's State Street Financial Select Sector SPDR ETF position peaked at $232K in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.