Tennessee Valley Asset Management Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tennessee Valley Asset Management Partners’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	$249K	Sell	5,038 -356	-7%	-$18.6K	0.03%	168
2025 Q4	$295K	Sell	5,394 -56	-1%	-$2.98K	0.04%	147
2025 Q3	$294K	Buy	+5,450	New	+$289K	0.04%	152
2025 Q2	–	Sell	-4,702	Closed	-$234K	–	166
2025 Q1	$234K	Buy	4,702 +53	+1%	+$2.66K	0.04%	149
2024 Q4	$225K	Buy	4,649 +95	+2%	+$4.59K	0.04%	146
2024 Q3	$206K	Buy	+4,554	New	+$199K	0.03%	153
2024 Q1	–	Sell	-19,982	Closed	-$751K	–	790
2023 Q4	$751K	Buy	19,982 +9,879	+98%	+$342K	0.1%	89
2023 Q3	$335K	Buy	10,103 +319	+3%	+$11K	0.11%	85
2023 Q2	$330K	Buy	9,784 +885	+10%	+$28.9K	0.11%	84
2023 Q1	$286K	Sell	8,899 -3,457	-28%	-$120K	0.09%	88
2022 Q4	$423K	Buy	12,356 +1,656	+15%	+$56K	0.15%	71
2022 Q3	$325K	Sell	10,700 -3,045	-22%	-$101K	0.13%	68
2022 Q2	$432K	Sell	13,745 -2,897	-17%	-$100K	0.17%	46
2022 Q1	$638K	Buy	16,642 +433	+3%	+$16.9K	0.22%	36
2021 Q4	$633K	Buy	16,209 +1,811	+13%	+$71.2K	0.21%	37
2021 Q3	$540K	Buy	+14,398	New	+$539K	0.21%	42
2021 Q2	–	Sell	-13,864	Closed	-$472K	–	113
2021 Q1	$472K	Sell	13,864 -1,078	-7%	-$34.6K	0.12%	65
2020 Q4	$440K	Buy	14,942 +4,444	+42%	+$119K	0.11%	62
2020 Q3	$253K	Sell	10,498 -1,175	-10%	-$28.6K	0.15%	52
2020 Q2	$270K	Buy	11,673 +2,063	+21%	+$46.8K	0.18%	45
2020 Q1	$200K	Buy	9,610 +514	+6%	+$14.2K	0.15%	49
2019 Q4	$280K	Sell	9,096 -56	-0.6%	-$1.64K	0.18%	48
2019 Q3	$256K	Buy	9,152 +336	+4%	+$9.28K	0.19%	47
2019 Q2	$243K	Buy	8,816 +475	+6%	+$12.9K	0.18%	54
2019 Q1	$214K	Buy	+8,341	New	+$215K	0.18%	57

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

Tennessee Valley Asset Management Partners's XLF Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.6% in Q1 2026, selling an estimated $18.6K and leaving 5,038 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #168.

Tennessee Valley Asset Management Partners first reported a position in XLF in Q1 2019 and has held it in 25 quarters since. The position peaked at $751K in Q4 2023. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Tennessee Valley Asset Management Partners held 5,038 shares of State Street Financial Select Sector SPDR ETF worth $249K as of Q1 2026.
Tennessee Valley Asset Management Partners sold 356 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $18.6K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #168 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 25 quarters since.
Tennessee Valley Asset Management Partners's State Street Financial Select Sector SPDR ETF position peaked at $751K in Q4 2023.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.