Townsend Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Townsend Asset Management’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	$59.4K	Buy	1,203 +1,196	+17,086%	+$62.3K	0.02%	156
2025 Q4	$383	Hold	7	–	–	﹤0.01%	173
2025 Q3	$377	Hold	7	–	–	﹤0.01%	167
2025 Q2	$367	Hold	7	–	–	﹤0.01%	176
2025 Q1	$349	Hold	7	–	–	﹤0.01%	173
2024 Q4	$338	Hold	7	–	–	﹤0.01%	183
2024 Q3	$317	Hold	7	–	–	﹤0.01%	194
2024 Q2	$288	Hold	7	–	–	﹤0.01%	194
2024 Q1	$295	Hold	7	–	–	﹤0.01%	194
2023 Q4	$263	Hold	7	–	–	﹤0.01%	191
2023 Q3	$232	Sell	7 -25	-78%	-$861	﹤0.01%	186
2023 Q2	$1.08K	Hold	32	–	–	﹤0.01%	193
2023 Q1	$1.03K	Buy	+32	New	+$1.11K	﹤0.01%	194

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

Townsend Asset Management's XLF Position: Q1 2026 in Review

Townsend Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 17,086% in Q1 2026, buying an estimated $62.3K and bringing the position to 1,203 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #156.

Townsend Asset Management first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Townsend Asset Management held 1,203 shares of State Street Financial Select Sector SPDR ETF worth $59.4K as of Q1 2026.
Townsend Asset Management bought 1,196 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $62.3K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Townsend Asset Management's portfolio in Q1 2026, its #156 holding.
Townsend Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.