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

Westfuller 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 		$14.5K Hold
294
– – 0.01% 388
2025
Q4 		$16.1K Hold
294
– – 0.01% 399
2025
Q3 		$15.8K Buy
+294
New +$15.6K 0.01% 400

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westfuller Advisors's XLF Position: Q1 2026 in Review

Westfuller Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 294 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #388.

Westfuller Advisors first reported a position in XLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Westfuller Advisors held 294 shares of State Street Financial Select Sector SPDR ETF worth $14.5K as of Q1 2026.
  • Westfuller 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 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #388 holding.
  • Westfuller Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's State Street Financial Select Sector SPDR ETF position peaked at $16.1K 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 Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.