Talisman Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Talisman Wealth Advisors’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	$354K	Sell	7,176 -2,742	-28%	-$143K	0.29%	67
2025 Q4	$544K	Sell	9,918 -1,277	-11%	-$68K	0.42%	54
2025 Q3	$603K	Sell	11,195 -172	-2%	-$9.11K	0.5%	49
2025 Q2	$595K	Sell	11,367 -1,123	-9%	-$55.6K	0.54%	47
2025 Q1	$622K	Sell	12,490 -450	-3%	-$22.6K	0.64%	45
2024 Q4	$625K	Buy	12,940 +141	+1%	+$6.82K	0.66%	44
2024 Q3	$578K	Buy	12,799 +569	+5%	+$24.8K	0.61%	45
2024 Q2	$503K	Buy	12,230 +260	+2%	+$10.7K	0.58%	45
2024 Q1	$504K	Buy	11,970 +833	+7%	+$32.9K	0.63%	45
2023 Q4	$419K	Sell	11,137 -354	-3%	-$12.3K	0.62%	48
2023 Q3	$381K	Buy	11,491 +12	+0.1%	+$413	0.66%	46
2023 Q2	$387K	Sell	11,479 -602	-5%	-$19.6K	0.66%	48
2023 Q1	$388K	Buy	12,081 +10	+0.1%	+$348	0.7%	42
2022 Q4	$413K	Buy	+12,071	New	+$408K	0.88%	36

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

Talisman Wealth Advisors's XLF Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 28% in Q1 2026, selling an estimated $143K and leaving 7,176 shares worth $354K. The position accounts for 0.29% of the portfolio, ranked #67.

Talisman Wealth Advisors first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $625K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Talisman Wealth Advisors held 7,176 shares of State Street Financial Select Sector SPDR ETF worth $354K as of Q1 2026.
Talisman Wealth Advisors sold 2,742 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $143K.
State Street Financial Select Sector SPDR ETF made up 0.29% of Talisman Wealth Advisors's portfolio in Q1 2026, its #67 holding.
Talisman Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $625K in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.