Symmetry Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Symmetry Investments’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	$42K	Buy	+850	New	+$44.3K	﹤0.01%	119
2025 Q1	–	Sell	-52,900	Closed	-$2.65M	–	220
2024 Q4	$2.56M	Buy	+52,900	New	+$2.56M	0.13%	91
2024 Q3	–	Sell	-50,700	Closed	-$2.08M	–	219
2024 Q2	$2.08M	Buy	+50,700	New	+$2.09M	0.23%	82
2024 Q1	–	Sell	-86,932	Closed	-$3.27M	–	260
2023 Q4	$3.27M	Sell	86,932 -86,630	-50%	-$3M	0.24%	69
2023 Q3	$5.76M	Sell	173,562 -7,038	-4%	-$243K	1.18%	27
2023 Q2	$6.09M	Buy	+180,600	New	+$5.89M	0.93%	28
2022 Q2	–	Sell	-55,900	Closed	-$2.14M	–	137
2022 Q1	$2.14M	Buy	+55,900	New	+$2.18M	0.31%	55
2021 Q4	–	Sell	-73,100	Closed	-$2.74M	–	152
2021 Q3	$2.74M	Sell	73,100 -107,774	-60%	-$4.03M	0.42%	63
2021 Q2	$6.64M	Sell	180,874 -919,126	-84%	-$33.6M	1.89%	20
2021 Q1	$37.5M	Buy	1,100,000 +409,900	+59%	+$13.2M	9.04%	1
2020 Q4	$20.3M	Buy	+690,100	New	+$18.5M	5.72%	4

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

Symmetry Investments's XLF Position: Q1 2026 in Review

Symmetry Investments opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 850 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #119 among its holdings. This is a return to the name: Symmetry Investments previously reported a position in XLF as recently as Q4 2024.

Symmetry Investments first reported a position in XLF in Q4 2020 and has held it in 11 quarters since. The position peaked at $37.5M in Q1 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Symmetry Investments held 850 shares of State Street Financial Select Sector SPDR ETF worth $42K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Symmetry Investments position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Symmetry Investments's portfolio in Q1 2026, its #119 holding.
Symmetry Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Symmetry Investments's State Street Financial Select Sector SPDR ETF position peaked at $37.5M in Q1 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.