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

TruWealth 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	$618K	Buy	12,523 +4	+0%	+$208	0.03%	110
2025 Q4	$686K	Buy	12,519 +234	+2%	+$12.5K	0.03%	108
2025 Q3	$662K	Buy	12,285 +4	+0%	+$212	0.03%	106
2025 Q2	$643K	Buy	12,281 +3	+0%	+$148	0.04%	105
2025 Q1	$612K	Buy	12,278 +680	+6%	+$34.1K	0.04%	101
2024 Q4	$561K	Buy	11,598 +3	+0%	+$145	0.03%	103
2024 Q3	$526K	Sell	11,595 -798	-6%	-$34.8K	0.03%	103
2024 Q2	$509K	Buy	12,393 +2	+0%	+$82	0.03%	101
2024 Q1	$522K	Buy	12,391 +2	+0%	+$79	0.04%	100
2023 Q4	$466K	Sell	12,389 -129	-1%	-$4.47K	0.04%	95
2023 Q3	$415K	Sell	12,518 -725	-5%	-$25K	0.04%	90
2023 Q2	$446K	Buy	13,243 +5	+0%	+$163	0.04%	92
2023 Q1	$426K	Buy	13,238 +380	+3%	+$13.2K	0.04%	95
2022 Q4	$440K	Sell	12,858 -1,315	-9%	-$44.5K	0.04%	92
2022 Q3	$430K	Sell	14,173 -870	-6%	-$28.8K	0.05%	84
2022 Q2	$473K	Buy	15,043 +647	+4%	+$22.4K	0.05%	81
2022 Q1	$552K	Sell	14,396 -2,076	-13%	-$81.1K	0.06%	72
2021 Q4	$643K	Sell	16,472 -641	-4%	-$25.2K	0.07%	70
2021 Q3	$642K	Sell	17,113 -889	-5%	-$33.3K	0.07%	69
2021 Q2	$660K	Sell	18,002 -6,486	-26%	-$237K	0.08%	67
2021 Q1	$834K	Sell	24,488 -5,122	-17%	-$165K	0.11%	59
2020 Q4	$873K	Buy	+29,610	New	+$792K	0.13%	58

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TruWealth Advisors's XLF Position: Q1 2026 in Review

TruWealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q1 2026, buying an estimated $208 and bringing the position to 12,523 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #110.

TruWealth Advisors first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $873K in Q4 2020. 1,847 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

TruWealth Advisors held 12,523 shares of State Street Financial Select Sector SPDR ETF worth $618K as of Q1 2026.
TruWealth Advisors bought 4 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $208.
State Street Financial Select Sector SPDR ETF made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #110 holding.
TruWealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $873K in Q4 2020.
1,847 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.