tru Independence’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

tru Independence’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	$395K	Sell	7,991 -2,091	-21%	-$109K	0.2%	63
2025 Q4	$552K	Sell	10,082 -960	-9%	-$51.2K	0.14%	79
2025 Q3	$595K	Sell	11,042 -853	-7%	-$45.2K	0.15%	79
2025 Q2	$623K	Sell	11,895 -116	-1%	-$5.74K	0.18%	75
2025 Q1	$598K	Sell	12,011 -167	-1%	-$8.38K	0.19%	71
2024 Q4	$589K	Buy	12,178 +45	+0.4%	+$2.18K	0.18%	70
2024 Q3	$550K	Buy	12,133 +2,196	+22%	+$95.8K	0.16%	75
2024 Q2	$408K	Sell	9,937 -630	-6%	-$25.9K	0.12%	82
2024 Q1	$445K	Sell	10,567 -502	-5%	-$19.8K	0.13%	83
2023 Q4	$416K	Sell	11,069 -18,754	-63%	-$649K	0.13%	86
2023 Q3	$989K	Sell	29,823 -344	-1%	-$11.9K	0.34%	67
2023 Q2	$1.02M	Sell	30,167 -10,760	-26%	-$351K	0.34%	67
2023 Q1	$1.32M	Buy	40,927 +8,508	+26%	+$296K	0.42%	61
2022 Q4	$1.11M	Buy	32,419 +186	+0.6%	+$6.29K	0.36%	61
2022 Q3	$979K	Sell	32,233 -1,705	-5%	-$56.4K	0.35%	64
2022 Q2	$1.07M	Sell	33,938 -2,982	-8%	-$103K	0.34%	65
2022 Q1	$1.42M	Sell	36,920 -1,549	-4%	-$60.5K	0.38%	61
2021 Q4	$1.5M	Buy	38,469 +930	+2%	+$36.6K	0.41%	60
2021 Q3	$1.41M	Sell	37,539 -2,185	-6%	-$81.8K	0.39%	62
2021 Q2	$1.46M	Sell	39,724 -13,369	-25%	-$489K	0.43%	60
2021 Q1	$1.84M	Buy	53,093 +42,093	+383%	+$1.35M	0.35%	76
2020 Q4	$324K	Buy	11,000 +8,750	+389%	+$234K	0.59%	24
2020 Q3	$54K	Sell	2,250 -8,750	-80%	-$213K	0.02%	209
2020 Q2	$254	Buy	+11,000	New	+$250K	0.04%	224
2020 Q1	–	Sell	-339,124	Closed	-$7.06M	–	939
2019 Q4	$7.06M	Buy	+339,124	New	+$9.95M	1.02%	33

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

tru Independence's XLF Position: Q1 2026 in Review

tru Independence reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, selling an estimated $109K and leaving 7,991 shares worth $395K. The position accounts for 0.2% of the portfolio, ranked #63.

tru Independence first reported a position in XLF in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.06M in Q4 2019. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

tru Independence held 7,991 shares of State Street Financial Select Sector SPDR ETF worth $395K as of Q1 2026.
tru Independence sold 2,091 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Financial Select Sector SPDR ETF made up 0.2% of tru Independence's portfolio in Q1 2026, its #63 holding.
tru Independence first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
tru Independence's State Street Financial Select Sector SPDR ETF position peaked at $7.06M in Q4 2019.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.