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

True Link Financial 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	$184K	Sell	3,718 -35	-0.9%	-$1.82K	0.01%	100
2025 Q4	$206K	Buy	+3,753	New	+$200K	0.01%	113
2022 Q1	–	Sell	-1,000	Closed	-$106K	–	286
2021 Q4	$106K	Hold	1,000	–	–	0.01%	354
2021 Q3	$98K	Hold	1,000	–	–	0.01%	390
2021 Q2	$102K	Sell	1,000 -953	-49%	-$34.9K	0.02%	337
2021 Q1	$192K	Sell	1,953 -22	-1%	-$707	0.03%	255
2020 Q4	$175K	Buy	+1,975	New	+$52.8K	0.03%	283

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

True Link Financial Advisors's XLF Position: Q1 2026 in Review

True Link Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.93% in Q1 2026, selling an estimated $1.82K and leaving 3,718 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #100.

True Link Financial Advisors first reported a position in XLF in Q4 2020 and has held it in 7 quarters since. The position peaked at $206K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

True Link Financial Advisors held 3,718 shares of State Street Financial Select Sector SPDR ETF worth $184K as of Q1 2026.
True Link Financial Advisors sold 35 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.82K.
State Street Financial Select Sector SPDR ETF made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #100 holding.
True Link Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
True Link Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $206K 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 True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.