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

Strategic Financial Concepts’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	$435K	Buy	8,820 +5,017	+132%	+$261K	0.11%	172
2025 Q4	$208K	Sell	3,803 -165,695	-98%	-$8.83M	0.19%	116
2025 Q3	$9.13M	Buy	169,498 +4,506	+3%	+$239K	1.33%	14
2025 Q2	$8.64M	Buy	164,992 +151,022	+1,081%	+$7.47M	1.22%	17
2025 Q1	$696K	Sell	13,970 -1,744	-11%	-$87.5K	0.13%	158
2024 Q4	$759K	Buy	15,714 +2,882	+22%	+$139K	0.15%	146
2024 Q3	$582K	Sell	12,832 -541,580	-98%	-$23.6M	0.19%	105
2024 Q2	$66.4K	Buy	554,412 +540,669	+3,934%	+$22.3M	0.04%	214
2024 Q1	$579K	Buy	+13,743	New	+$543K	0.14%	150
2023 Q4	–	Sell	-11,525	Closed	-$382K	–	273
2023 Q3	$382K	Buy	11,525 +313	+3%	+$10.8K	0.13%	153
2023 Q2	$378K	Sell	11,212 -4,467	-28%	-$146K	0.14%	150
2023 Q1	$504K	Buy	+15,679	New	+$545K	0.2%	111

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 Financial Concepts's XLF Position: Q1 2026 in Review

Strategic Financial Concepts increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 132% in Q1 2026, buying an estimated $261K and bringing the position to 8,820 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #172.

Strategic Financial Concepts first reported a position in XLF in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.13M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Strategic Financial Concepts held 8,820 shares of State Street Financial Select Sector SPDR ETF worth $435K as of Q1 2026.
Strategic Financial Concepts bought 5,017 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $261K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Strategic Financial Concepts's portfolio in Q1 2026, its #172 holding.
Strategic Financial Concepts first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's State Street Financial Select Sector SPDR ETF position peaked at $9.13M 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 Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.