Tranquility Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tranquility 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	$1.41M	Sell	28,517 -200	-0.7%	-$10.4K	0.53%	49
2025 Q4	$1.57M	Hold	28,717	–	–	0.57%	44
2025 Q3	$1.55M	Buy	28,717 +1,162	+4%	+$61.6K	0.52%	47
2025 Q2	$1.44M	Hold	27,555	–	–	0.52%	49
2025 Q1	$1.37M	Hold	27,555	–	–	0.53%	49
2024 Q4	$1.33M	Sell	27,555 -225	-0.8%	-$10.9K	0.5%	48
2024 Q3	$1.26M	Sell	27,780 -367	-1%	-$16K	0.46%	58
2024 Q2	$1.16M	Buy	28,147 +6	+0%	+$247	0.45%	58
2024 Q1	$1.19M	Buy	28,141 +6	+0%	+$237	0.46%	57
2023 Q4	$1.06M	Sell	28,135 -4,788	-15%	-$166K	0.44%	61
2023 Q3	$1.09M	Buy	32,923 +703	+2%	+$24.2K	0.47%	56
2023 Q2	$1.09M	Sell	32,220 -40,903	-56%	-$1.33M	0.47%	53
2023 Q1	$2.35M	Sell	73,123 -53,702	-42%	-$1.87M	1.12%	21
2022 Q4	$4.34M	Buy	126,825 +111,148	+709%	+$3.76M	2.21%	6
2022 Q3	$476K	Hold	15,677	–	–	0.26%	103
2022 Q2	$493K	Sell	15,677 -9,598	-38%	-$332K	0.26%	110
2022 Q1	$969K	Sell	25,275 -20	-0.1%	-$782	0.45%	61
2021 Q4	$987K	Buy	25,295 +500	+2%	+$19.7K	0.46%	65
2021 Q3	$931K	Buy	24,795 +655	+3%	+$24.5K	0.47%	61
2021 Q2	$886K	Buy	24,140 +490	+2%	+$17.9K	0.5%	64
2021 Q1	$805K	Hold	23,650	–	–	0.5%	65
2020 Q4	$697K	Hold	23,650	–	–	0.49%	70
2020 Q3	$569K	Hold	23,650	–	–	0.48%	67
2020 Q2	$547K	Buy	+23,650	New	+$537K	0.52%	63
2020 Q1	–	Sell	-22,029	Closed	-$678K	–	170
2019 Q4	$678K	Buy	22,029 +998	+5%	+$29.3K	0.61%	50
2019 Q3	$589K	Buy	21,031 +4	+0%	+$110	0.62%	49
2019 Q2	$580K	Buy	+21,027	New	+$569K	0.63%	49

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

Tranquility Partners's XLF Position: Q1 2026 in Review

Tranquility Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.7% in Q1 2026, selling an estimated $10.4K and leaving 28,517 shares worth $1.41M. The position accounts for 0.53% of the portfolio, ranked #49.

Tranquility Partners first reported a position in XLF in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.34M in Q4 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Tranquility Partners held 28,517 shares of State Street Financial Select Sector SPDR ETF worth $1.41M as of Q1 2026.
Tranquility Partners sold 200 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
State Street Financial Select Sector SPDR ETF made up 0.53% of Tranquility Partners's portfolio in Q1 2026, its #49 holding.
Tranquility Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 27 quarters since.
Tranquility Partners's State Street Financial Select Sector SPDR ETF position peaked at $4.34M in Q4 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.