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

XML Financial’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	–	Sell	-4,297	Closed	-$235K	–	467
2025 Q4	$235K	Buy	+4,297	New	+$229K	0.02%	380
2020 Q2	–	Sell	-15,577	Closed	-$324K	–	200
2020 Q1	$324K	Buy	15,577 +299	+2%	+$8.23K	0.14%	113
2019 Q4	$470K	Buy	+15,278	New	+$448K	0.17%	103

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

XML Financial's XLF Position: Q1 2026 in Review

XML Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,297 shares — an estimated $235K sold.

XML Financial first reported a position in XLF in Q4 2019 and held it in 3 quarters. The position peaked at $470K in Q4 2019. 1,854 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

XML Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
XML Financial sold 4,297 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $235K.
XML Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
XML Financial's State Street Financial Select Sector SPDR ETF position peaked at $470K in Q4 2019.
1,854 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.