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

TFB 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	–	Sell	-4,443	Closed	-$243K	–	308
2025 Q4	$243K	Buy	+4,443	New	+$237K	0.07%	273
2025 Q3	–	Sell	-4,210	Closed	-$220K	–	361
2025 Q2	$220K	Sell	4,210 -516	-11%	-$25.5K	0.06%	313
2025 Q1	$235K	Buy	4,726 +147	+3%	+$7.37K	0.07%	290
2024 Q4	$221K	Buy	+4,579	New	+$221K	0.06%	300

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

TFB Advisors's XLF Position: Q1 2026 in Review

TFB Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,443 shares — an estimated $243K sold.

TFB Advisors first reported a position in XLF in Q4 2024 and held it in 4 quarters. The position peaked at $243K in Q4 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

TFB Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 4,443 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $243K.
TFB Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
TFB Advisors's State Street Financial Select Sector SPDR ETF position peaked at $243K in Q4 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.