Windsor Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Windsor Advisory Group’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	$131K	Sell	2,645 -2,091	-44%	-$109K	0.11%	59
2025 Q4	$259K	Hold	4,736	–	–	0.23%	50
2025 Q3	$255K	Buy	+4,736	New	+$251K	0.23%	54
2023 Q3	–	Sell	-133	Closed	-$4.48K	–	64
2023 Q2	$4.48K	Sell	133 -367	-73%	-$12K	0.01%	57
2023 Q1	$16.1K	Hold	500	–	–	0.04%	58
2022 Q4	$17.1K	Buy	+500	New	+$16.9K	0.05%	63

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

Windsor Advisory Group's XLF Position: Q1 2026 in Review

Windsor Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 44% in Q1 2026, selling an estimated $109K and leaving 2,645 shares worth $131K. The position accounts for 0.11% of the portfolio, ranked #59.

Windsor Advisory Group first reported a position in XLF in Q4 2022 and has held it in 6 quarters since. The position peaked at $259K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Windsor Advisory Group held 2,645 shares of State Street Financial Select Sector SPDR ETF worth $131K as of Q1 2026.
Windsor Advisory Group sold 2,091 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Windsor Advisory Group's portfolio in Q1 2026, its #59 holding.
Windsor Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
Windsor Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $259K 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 Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.