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Tradition Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tradition Wealth 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 		$1.33M Sell
26,997
-488
-2% -$25.4K 0.09% 177
2025
Q4 		$1.51M Buy
27,485
+759
+3% +$40.4K 0.11% 161
2025
Q3 		$1.44M Sell
26,726
-147
-0.5% -$7.79K 0.11% 157
2025
Q2 		$1.41M Sell
26,873
-598
-2% -$29.6K 0.11% 154
2025
Q1 		$1.37M Sell
27,471
-39
-0.1% -$1.96K 0.12% 148
2024
Q4 		$1.33M Buy
27,510
+573
+2% +$27.7K 0.12% 142
2024
Q3 		$1.22M Sell
26,937
-160
-0.6% -$6.98K 0.11% 157
2024
Q2 		$1.11M Sell
27,097
-344
-1% -$14.2K 0.11% 153
2024
Q1 		$1.16M Buy
27,441
+641
+2% +$25.3K 0.12% 138
2023
Q4 		$1.01M Buy
26,800
+1,264
+5% +$43.8K 0.11% 127
2023
Q3 		$847K Buy
25,536
+1,074
+4% +$37K 0.1% 131
2023
Q2 		$825K Sell
24,462
-1,165
-5% -$38K 0.1% 135
2023
Q1 		$824K Buy
25,627
+761
+3% +$26.4K 0.1% 129
2022
Q4 		$850K Sell
24,866
-1,557
-6% -$52.7K 0.12% 118
2022
Q3 		$802K Sell
26,423
-31
-0.1% -$1.02K 0.12% 119
2022
Q2 		$832K Buy
26,454
+721
+3% +$24.9K 0.12% 121
2022
Q1 		$986K Sell
25,733
-81
-0.3% -$3.17K 0.13% 127
2021
Q4 		$1.01M Buy
25,814
+27
+0.1% +$1.06K 0.13% 128
2021
Q3 		$968K Buy
25,787
+24
+0.1% +$898 0.14% 123
2021
Q2 		$945K Buy
25,763
+351
+1% +$12.8K 0.14% 127
2021
Q1 		$865K Buy
25,412
+4,711
+23% +$151K 0.15% 113
2020
Q4 		$610K Buy
+20,701
New +$554K 0.12% 126

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's XLF Position: Q1 2026 in Review

Tradition Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q1 2026, selling an estimated $25.4K and leaving 26,997 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #177.

Tradition Wealth Management first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.51M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Tradition Wealth Management held 26,997 shares of State Street Financial Select Sector SPDR ETF worth $1.33M as of Q1 2026.
  • Tradition Wealth Management sold 488 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.09% of Tradition Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Tradition Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.51M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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