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

Strategic Blueprint’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	$904K	Sell	18,319 -2,272	-11%	-$118K	0.05%	296
2025 Q4	$1.13M	Sell	20,591 -1,201	-6%	-$64K	0.07%	261
2025 Q3	$1.17M	Buy	21,792 +5,128	+31%	+$272K	0.05%	311
2025 Q2	$873K	Sell	16,664 -3,652	-18%	-$181K	0.04%	325
2025 Q1	$1.01M	Buy	20,316 +670	+3%	+$33.6K	0.06%	289
2024 Q4	$950K	Buy	19,646 +6,787	+53%	+$328K	0.06%	270
2024 Q3	$583K	Buy	12,859 +5,884	+84%	+$257K	0.04%	372
2024 Q2	$287K	Buy	+6,975	New	+$287K	0.02%	502
2023 Q3	–	Sell	-6,303	Closed	-$212K	–	576
2023 Q2	$212K	Sell	6,303 -1,299	-17%	-$42.4K	0.02%	509
2023 Q1	$244K	Sell	7,602 -2,076	-21%	-$72.1K	0.03%	461
2022 Q4	$331K	Sell	9,678 -1,722	-15%	-$58.2K	0.04%	372
2022 Q3	$346K	Sell	11,400 -2,395	-17%	-$79.2K	0.04%	336
2022 Q2	$434K	Sell	13,795 -2,319	-14%	-$80.1K	0.05%	301
2022 Q1	$617K	Buy	16,114 +599	+4%	+$23.4K	0.07%	249
2021 Q4	$606K	Buy	15,515 +2,836	+22%	+$111K	0.08%	242
2021 Q3	$476K	Sell	12,679 -3,760	-23%	-$141K	0.07%	245
2021 Q2	$603K	Buy	16,439 +7,381	+81%	+$270K	0.09%	206
2021 Q1	$308K	Buy	+9,058	New	+$291K	0.07%	237

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 Blueprint's XLF Position: Q1 2026 in Review

Strategic Blueprint reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q1 2026, selling an estimated $118K and leaving 18,319 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #296.

Strategic Blueprint first reported a position in XLF in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Strategic Blueprint held 18,319 shares of State Street Financial Select Sector SPDR ETF worth $904K as of Q1 2026.
Strategic Blueprint sold 2,272 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $118K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Strategic Blueprint's portfolio in Q1 2026, its #296 holding.
Strategic Blueprint first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
Strategic Blueprint's State Street Financial Select Sector SPDR ETF position peaked at $1.17M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.