Wealth Effects’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealth Effects’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	$259K	Sell	5,237 -693	-12%	-$36.1K	0.09%	181
2025 Q4	$325K	Sell	5,930 -141	-2%	-$7.51K	0.1%	146
2025 Q3	$327K	Buy	6,071 +117	+2%	+$6.2K	0.11%	146
2025 Q2	$312K	Sell	5,954 -3,353	-36%	-$166K	0.12%	144
2025 Q1	$464K	Sell	9,307 -1,595	-15%	-$80K	0.19%	104
2024 Q4	$527K	Buy	10,902 +2,305	+27%	+$111K	0.19%	103
2024 Q3	$390K	Buy	8,597 +1,700	+25%	+$74.2K	0.14%	134
2024 Q2	$284K	Sell	6,897 -1,874	-21%	-$77.1K	0.1%	153
2024 Q1	$369K	Sell	8,771 -2,247	-20%	-$88.7K	0.14%	131
2023 Q4	$414K	Buy	+11,018	New	+$381K	0.16%	126
2023 Q1	–	Sell	-6,067	Closed	-$207K	–	207
2022 Q4	$207K	Buy	+6,067	New	+$205K	0.12%	165
2022 Q2	–	Sell	-6,210	Closed	-$238K	–	213
2022 Q1	$238K	Buy	6,210 +450	+8%	+$17.6K	0.11%	167
2021 Q4	$225K	Buy	+5,760	New	+$226K	0.09%	185

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

Wealth Effects's XLF Position: Q1 2026 in Review

Wealth Effects reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q1 2026, selling an estimated $36.1K and leaving 5,237 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #181.

Wealth Effects first reported a position in XLF in Q4 2021 and has held it in 13 quarters since. The position peaked at $527K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Wealth Effects held 5,237 shares of State Street Financial Select Sector SPDR ETF worth $259K as of Q1 2026.
Wealth Effects sold 693 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $36.1K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #181 holding.
Wealth Effects first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
Wealth Effects's State Street Financial Select Sector SPDR ETF position peaked at $527K in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.