Washington Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Washington Trust’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	$8.63M	Buy	174,848 +51,157	+41%	+$2.67M	0.29%	87
2025 Q4	$6.77M	Buy	123,691 +3,499	+3%	+$186K	0.22%	97
2025 Q3	$6.47M	Buy	120,192 +11,349	+10%	+$601K	0.21%	98
2025 Q2	$5.7M	Sell	108,843 -1,965	-2%	-$97.3K	0.2%	98
2025 Q1	$5.52M	Buy	110,808 +6,899	+7%	+$346K	0.21%	97
2024 Q4	$5.02M	Buy	103,909 +2,788	+3%	+$135K	0.18%	97
2024 Q3	$4.58M	Buy	101,121 +4,934	+5%	+$215K	0.16%	103
2024 Q2	$3.95M	Buy	96,187 +752	+0.8%	+$30.9K	0.14%	106
2024 Q1	$4.02M	Buy	95,435 +26	+0%	+$1.03K	0.15%	107
2023 Q4	$3.59M	Buy	95,409 +9,553	+11%	+$331K	0.14%	108
2023 Q3	$2.85M	Sell	85,856 -3,095	-3%	-$107K	0.13%	108
2023 Q2	$3M	Buy	88,951 +5,630	+7%	+$184K	0.13%	109
2023 Q1	$2.68M	Sell	83,321 -12,966	-13%	-$451K	0.12%	109
2022 Q4	$3.29M	Buy	96,287 +94,961	+7,161%	+$3.21M	0.15%	107
2022 Q3	$41K	Buy	1,326 +299	+29%	+$9.88K	﹤0.01%	428
2022 Q2	$32K	Hold	1,027	–	–	﹤0.01%	480
2022 Q1	$39K	Hold	1,027	–	–	﹤0.01%	468
2021 Q4	$40K	Hold	1,027	–	–	﹤0.01%	476
2021 Q3	$38K	Hold	1,027	–	–	﹤0.01%	577
2021 Q2	$38K	Hold	1,027	–	–	﹤0.01%	582
2021 Q1	$35K	Hold	1,027	–	–	﹤0.01%	586
2020 Q4	$30K	Hold	1,027	–	–	﹤0.01%	602
2020 Q3	$24K	Sell	1,027 -10	-1%	-$243	﹤0.01%	592
2020 Q2	$24K	Sell	1,037 -15	-1%	-$341	﹤0.01%	531
2020 Q1	$22K	Buy	+1,052	New	+$29K	﹤0.01%	535
2018 Q3	–	Sell	-1,875	Closed	-$50K	–	831
2018 Q2	$50K	Buy	+1,875	New	+$51.7K	﹤0.01%	420

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

Washington Trust's XLF Position: Q1 2026 in Review

Washington Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 41% in Q1 2026, buying an estimated $2.67M and bringing the position to 174,848 shares worth $8.63M. The position accounts for 0.29% of the portfolio, ranked #87.

Washington Trust first reported a position in XLF in Q2 2018 and has held it in 26 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Washington Trust held 174,848 shares of State Street Financial Select Sector SPDR ETF worth $8.63M as of Q1 2026.
Washington Trust bought 51,157 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.67M.
State Street Financial Select Sector SPDR ETF made up 0.29% of Washington Trust's portfolio in Q1 2026, its #87 holding.
Washington Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 26 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.