UP Strategic Wealth Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

UP Strategic Wealth Investment 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	$609K	Hold	11,809	–	–	0.38%	44
2025 Q4	$641K	Hold	11,809	–	–	0.47%	33
2025 Q3	$629K	Hold	11,809	–	–	0.47%	36
2025 Q2	$618K	Hold	11,809	–	–	0.48%	33
2025 Q1	$588K	Hold	11,809	–	–	0.52%	35
2024 Q4	$571K	Hold	11,809	–	–	0.57%	31
2024 Q3	$535K	Hold	11,809	–	–	0.6%	33
2024 Q2	$485K	Sell	11,809 -120	-1%	-$4.94K	0.74%	30
2024 Q1	$502K	Hold	11,929	–	–	0.82%	28
2023 Q4	$449K	Buy	+11,929	New	+$413K	0.82%	30

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

UP Strategic Wealth Investment Advisors's XLF Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 11,809 shares worth $609K. The position accounts for 0.38% of the portfolio, ranked #44.

UP Strategic Wealth Investment Advisors first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $641K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

UP Strategic Wealth Investment Advisors held 11,809 shares of State Street Financial Select Sector SPDR ETF worth $609K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.38% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #44 holding.
UP Strategic Wealth Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $641K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.