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SYM Financial Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SYM Financial Corp’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 		$58.4K Hold
1,183
– – 0.01% 362
2025
Q4 		$64.8K Hold
1,183
– – 0.01% 358
2025
Q3 		$63.7K Hold
1,183
– – 0.01% 359
2025
Q2 		$62K Hold
1,183
– – 0.01% 353
2025
Q1 		$58.9K Sell
1,183
-34
-3% -$1.71K 0.01% 307
2024
Q4 		$58.8K Buy
1,217
+34
+3% +$1.64K 0.01% 275
2024
Q3 		$53.6K Hold
1,183
– – 0.01% 220
2024
Q2 		$48.6K Hold
1,183
– – 0.01% 207
2024
Q1 		$49.8K Hold
1,183
– – 0.01% 130
2023
Q4 		$44.5K Hold
1,183
– – 0.01% 142
2023
Q3 		$39.2K Hold
1,183
– – 0.01% 136
2023
Q2 		$39.9K Hold
1,183
– – 0.01% 86
2023
Q1 		$38K Sell
1,183
-519
-30% -$18K 0.01% 82
2022
Q4 		$58.2K Hold
1,702
– – 0.01% 77
2022
Q3 		$52K Sell
1,702
-519
-23% -$17.2K 0.03% 73
2022
Q2 		$70K Buy
2,221
+1,237
+126% +$42.8K 0.03% 71
2022
Q1 		$38K Sell
984
-188
-16% -$7.35K 0.02% 87
2021
Q4 		$46K Buy
1,172
+4
+0.3% +$157 0.02% 80
2021
Q3 		$44K Sell
1,168
-219
-16% -$8.19K 0.03% 84
2021
Q2 		$51K Buy
1,387
+4
+0.3% +$146 0.03% 65
2021
Q1 		$47K Buy
1,383
+918
+197% +$29.5K 0.03% 65
2020
Q4 		$14K Sell
465
-405
-47% -$10.8K 0.01% 68
2020
Q3 		$21K Buy
870
+405
+87% +$9.85K 0.02% 60
2020
Q2 		$11K Buy
+465
New +$10.6K 0.01% 57
2020
Q1 		– Sell
-1,917
Closed -$59K – 100
2019
Q4 		$59K Buy
1,917
+10
+0.5% +$293 0.04% 64
2019
Q3 		$53K Buy
1,907
+9
+0.5% +$248 0.04% 52
2019
Q2 		$52K Buy
1,898
+10
+0.5% +$271 0.03% 54
2019
Q1 		$49K Buy
1,888
+10
+0.5% +$258 0.03% 54
2018
Q4 		$45K Sell
1,878
-1,620
-46% -$42.1K 0.02% 58
2018
Q3 		$96K Buy
3,498
+1,300
+59% +$36.4K 0.05% 55
2018
Q2 		$58K Buy
2,198
+1,633
+289% +$45K 0.03% 46
2018
Q1 		$16K Buy
565
+2
+0.4% +$58 0.01% 54
2017
Q4 		$16K Buy
+563
New +$15.1K 0.01% 66

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SYM Financial Corp's XLF Position: Q1 2026 in Review

SYM Financial Corp held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 1,183 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #362.

SYM Financial Corp first reported a position in XLF in Q4 2017 and has held it in 33 quarters since. The position peaked at $96K in Q3 2018. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • SYM Financial Corp held 1,183 shares of State Street Financial Select Sector SPDR ETF worth $58.4K as of Q1 2026.
  • SYM Financial Corp left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #362 holding.
  • SYM Financial Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
  • SYM Financial Corp's State Street Financial Select Sector SPDR ETF position peaked at $96K in Q3 2018.
  • 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.