Twin Focus Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Twin Focus Capital 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	$270K	Hold	5,479	–	–	0.03%	155
2025 Q4	$300K	Buy	+5,479	New	+$292K	0.03%	157
2022 Q1	–	Sell	-6,400	Closed	-$250K	–	242
2021 Q4	$250K	Hold	6,400	–	–	0.05%	191
2021 Q3	$240K	Hold	6,400	–	–	0.06%	157
2021 Q2	$235K	Buy	+6,400	New	+$234K	0.05%	167

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

Twin Focus Capital Partners's XLF Position: Q1 2026 in Review

Twin Focus Capital Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,479 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #155.

Twin Focus Capital Partners first reported a position in XLF in Q2 2021 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Twin Focus Capital Partners held 5,479 shares of State Street Financial Select Sector SPDR ETF worth $270K as of Q1 2026.
Twin Focus Capital Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Twin Focus Capital Partners's portfolio in Q1 2026, its #155 holding.
Twin Focus Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
Twin Focus Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $300K 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 Twin Focus Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.