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

Systematic Alpha 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	$12.3M	Hold	248,410	–	–	0.43%	45
2025 Q4	$13.6M	Hold	248,410	–	–	0.42%	41
2025 Q3	$13.4M	Hold	248,410	–	–	0.44%	43
2025 Q2	$13M	Hold	248,410	–	–	0.46%	42
2025 Q1	$12.4M	Hold	248,410	–	–	0.47%	42
2024 Q4	$12M	Hold	248,410	–	–	0.44%	43
2024 Q3	$11.3M	Hold	248,410	–	–	0.41%	47
2024 Q2	$10.2M	Hold	248,410	–	–	0.39%	47
2024 Q1	$10.5M	Hold	248,410	–	–	0.42%	45
2023 Q4	$9.34M	Hold	248,410	–	–	0.42%	45
2023 Q3	$8.24M	Hold	248,410	–	–	0.41%	46
2023 Q2	$8.37M	Hold	248,410	–	–	0.41%	46
2023 Q1	$7.99M	Hold	248,410	–	–	0.42%	47
2022 Q4	$8.5M	Hold	248,410	–	–	0.43%	47
2022 Q3	$7.54M	Hold	248,410	–	–	0.45%	46
2022 Q2	$7.81M	Hold	248,410	–	–	0.44%	48
2022 Q1	$9.52M	Hold	248,410	–	–	0.46%	46
2021 Q4	$9.7M	Sell	248,410 -6,510	-3%	-$256K	0.45%	48
2021 Q3	$10.3M	Buy	254,920 +18,700	+8%	+$700K	0.45%	47
2021 Q2	$9.06M	Buy	+236,220	New	+$8.64M	0.41%	51

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

Systematic Alpha Investments's XLF Position: Q1 2026 in Review

Systematic Alpha Investments held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 248,410 shares worth $12.3M. The position accounts for 0.43% of the portfolio, ranked #45.

Systematic Alpha Investments first reported a position in XLF in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.6M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Systematic Alpha Investments held 248,410 shares of State Street Financial Select Sector SPDR ETF worth $12.3M as of Q1 2026.
Systematic Alpha Investments left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.43% of Systematic Alpha Investments's portfolio in Q1 2026, its #45 holding.
Systematic Alpha Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Systematic Alpha Investments's State Street Financial Select Sector SPDR ETF position peaked at $13.6M in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.