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

Xcel Wealth Management’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	$1.21M	Sell	24,438 -2,000	-8%	-$104K	0.33%	61
2025 Q4	$1.45M	Hold	26,438	–	–	0.37%	63
2025 Q3	$1.42M	Hold	26,438	–	–	0.37%	61
2025 Q2	$1.38M	Hold	26,438	–	–	0.39%	55
2025 Q1	$1.32M	Hold	26,438	–	–	0.41%	54
2024 Q4	$1.28M	Hold	26,438	–	–	0.35%	54
2024 Q3	$1.2M	Sell	26,438 -550	-2%	-$24K	0.35%	58
2024 Q2	$1.11M	Hold	26,988	–	–	0.35%	54
2024 Q1	$1.14M	Hold	26,988	–	–	0.36%	53
2023 Q4	$1.01M	Buy	26,988 +2,000	+8%	+$69.2K	0.36%	53
2023 Q3	$829K	Sell	24,988 -952	-4%	-$32.8K	0.33%	59
2023 Q2	$874K	Hold	25,940	–	–	0.28%	66
2023 Q1	$834K	Buy	25,940 +2,568	+11%	+$89.2K	0.29%	63
2022 Q4	$799K	Hold	23,372	–	–	0.31%	63
2022 Q3	$710K	Hold	23,372	–	–	0.26%	67
2022 Q2	$735K	Hold	23,372	–	–	0.27%	64
2022 Q1	$896K	Buy	23,372 +6,350	+37%	+$248K	0.25%	75
2021 Q4	$665K	Sell	17,022 -115	-0.7%	-$4.52K	0.17%	87
2021 Q3	$643K	Buy	17,137 +103	+0.6%	+$3.85K	0.19%	84
2021 Q2	$625K	Buy	17,034 +313	+2%	+$11.4K	0.19%	87
2021 Q1	$569K	Buy	16,721 +547	+3%	+$17.6K	0.2%	82
2020 Q4	$476K	Buy	16,174 +53	+0.3%	+$1.42K	0.21%	80
2020 Q3	$388K	Hold	16,121	–	–	0.2%	81
2020 Q2	$373K	Hold	16,121	–	–	0.23%	73
2020 Q1	$335K	Hold	16,121	–	–	0.3%	61
2019 Q4	$496K	Buy	16,121 +470	+3%	+$13.8K	0.41%	46
2019 Q3	$438K	Hold	15,651	–	–	0.41%	47
2019 Q2	$431K	Hold	15,651	–	–	0.42%	50
2019 Q1	$402K	Hold	15,651	–	–	0.41%	51
2018 Q4	$372K	Buy	+15,651	New	+$407K	0.46%	47

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

Xcel Wealth Management's XLF Position: Q1 2026 in Review

Xcel Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.6% in Q1 2026, selling an estimated $104K and leaving 24,438 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #61.

Xcel Wealth Management first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.45M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Xcel Wealth Management held 24,438 shares of State Street Financial Select Sector SPDR ETF worth $1.21M as of Q1 2026.
Xcel Wealth Management sold 2,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $104K.
State Street Financial Select Sector SPDR ETF made up 0.33% of Xcel Wealth Management's portfolio in Q1 2026, its #61 holding.
Xcel Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Xcel Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.45M 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 Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.