Truvestments Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Truvestments Capital’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	$69.3K	Sell	1,405 -1	-0.1%	-$52	0.01%	453
2025 Q4	$77K	Sell	1,406 -214	-13%	-$11.4K	0.01%	382
2025 Q3	$87.3K	Buy	1,620 +216	+15%	+$11.4K	0.02%	364
2025 Q2	$73.6K	Sell	1,404 -250	-15%	-$12.4K	0.01%	332
2025 Q1	$82.4K	Buy	1,654 +210	+15%	+$10.5K	0.02%	322
2024 Q4	$69.8K	Buy	1,444 +136	+10%	+$6.58K	0.02%	325
2024 Q3	$59.3K	Buy	+1,308	New	+$57.1K	0.02%	344
2024 Q2	–	Sell	-1,306	Closed	-$55K	–	697
2024 Q1	$55K	Buy	1,306 +1	+0.1%	+$39	0.02%	341
2023 Q4	$49.1K	Buy	1,305 +2	+0.2%	+$69	0.02%	325
2023 Q3	$43.2K	Buy	1,303 +1	+0.1%	+$34	0.02%	303
2023 Q2	$43.9K	Buy	1,302 +2	+0.2%	+$65	0.02%	302
2023 Q1	$41.8K	Sell	1,300 -221	-15%	-$7.68K	0.02%	305
2022 Q4	$52K	Sell	1,521 -12	-0.8%	-$406	0.03%	297
2022 Q3	$47K	Buy	1,533 +3	+0.2%	+$99	0.03%	251
2022 Q2	$48K	Buy	+1,530	New	+$52.9K	0.03%	257
2022 Q1	–	Sell	-1,000	Closed	-$39K	–	558
2021 Q4	$39K	Hold	1,000	–	–	0.02%	291
2021 Q3	$38K	Hold	1,000	–	–	0.02%	271
2021 Q2	$37K	Sell	1,000 -1,000	-50%	-$36.6K	0.02%	273
2021 Q1	$68K	Buy	2,000 +1,000	+100%	+$32.1K	0.04%	252
2020 Q4	$29K	Hold	1,000	–	–	0.02%	318
2020 Q3	$24K	Hold	1,000	–	–	0.02%	222
2020 Q2	$23K	Hold	1,000	–	–	0.02%	288
2020 Q1	$20K	Buy	+1,000	New	+$27.5K	0.03%	267
2019 Q4	–	Sell	-1,000	Closed	-$28K	–	602
2019 Q3	$28K	Hold	1,000	–	–	0.02%	360
2019 Q2	$28K	Hold	1,000	–	–	0.02%	369
2019 Q1	$26K	Buy	+1,000	New	+$25.8K	0.02%	366
2018 Q3	$28K	Buy	+1,000	New	+$28K	0.01%	469

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

Truvestments Capital's XLF Position: Q1 2026 in Review

Truvestments Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.07% in Q1 2026, selling an estimated $52 and leaving 1,405 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #453.

Truvestments Capital first reported a position in XLF in Q3 2018 and has held it in 27 quarters since. The position peaked at $87.3K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Truvestments Capital held 1,405 shares of State Street Financial Select Sector SPDR ETF worth $69.3K as of Q1 2026.
Truvestments Capital sold 1 State Street Financial Select Sector SPDR ETF share in Q1 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #453 holding.
Truvestments Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 27 quarters since.
Truvestments Capital's State Street Financial Select Sector SPDR ETF position peaked at $87.3K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.