Strategic Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Advisors’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	$388K	Sell	7,861 -715	-8%	-$37.3K	0.06%	150
2025 Q4	$470K	Sell	8,576 -192	-2%	-$10.2K	0.07%	139
2025 Q3	$472K	Sell	8,768 -147	-2%	-$7.79K	0.08%	139
2025 Q2	$467K	Sell	8,915 -524	-6%	-$25.9K	0.09%	120
2025 Q1	$470K	Sell	9,439 -2,296	-20%	-$115K	0.09%	137
2024 Q4	$567K	Sell	11,735 -4,358	-27%	-$211K	0.1%	127
2024 Q3	$729K	Sell	16,093 -13,088	-45%	-$571K	0.14%	120
2024 Q2	$1.2M	Sell	29,181 -12,708	-30%	-$523K	0.23%	87
2024 Q1	$1.76M	Sell	41,889 -1,275	-3%	-$50.3K	0.35%	68
2023 Q4	$1.62M	Buy	43,164 +3,650	+9%	+$126K	0.31%	71
2023 Q3	$1.31M	Buy	39,514 +111	+0.3%	+$3.83K	0.26%	81
2023 Q2	$1.33M	Sell	39,403 -1,119	-3%	-$36.5K	0.25%	80
2023 Q1	$1.3M	Sell	40,522 -6,396	-14%	-$222K	0.26%	77
2022 Q4	$1.6M	Sell	46,918 -1,702	-4%	-$57.6K	0.36%	65
2022 Q3	$1.48M	Buy	48,620 +242	+0.5%	+$8K	0.33%	71
2022 Q2	$1.52M	Buy	48,378 +7,599	+19%	+$263K	0.32%	72
2022 Q1	$1.56M	Buy	40,779 +9,128	+29%	+$357K	0.27%	77
2021 Q4	$1.24M	Buy	31,651 +24,973	+374%	+$982K	0.18%	101
2021 Q3	$250K	Hold	6,678	–	–	0.05%	163
2021 Q2	$245K	Buy	+6,678	New	+$244K	0.06%	149

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

Strategic Advisors's XLF Position: Q1 2026 in Review

Strategic Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q1 2026, selling an estimated $37.3K and leaving 7,861 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #150.

Strategic Advisors first reported a position in XLF in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.76M in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Strategic Advisors held 7,861 shares of State Street Financial Select Sector SPDR ETF worth $388K as of Q1 2026.
Strategic Advisors sold 715 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $37.3K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Strategic Advisors's portfolio in Q1 2026, its #150 holding.
Strategic Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Strategic Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.76M in Q1 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.