Y.D. More Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Y.D. More Investments’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	$2.47M	Buy	50,160 +305	+0.6%	+$15.9K	0.1%	71
2025 Q4	$2.73M	Sell	49,855 -1,220	-2%	-$65K	0.13%	70
2025 Q3	$2.75M	Sell	51,075 -2,016	-4%	-$107K	0.16%	70
2025 Q2	$2.78M	Sell	53,091 -12,344	-19%	-$611K	0.19%	69
2025 Q1	$3.26M	Buy	65,435 +1,188	+2%	+$59.6K	0.28%	52
2024 Q4	$3.1M	Buy	64,247 +49,124	+325%	+$2.38M	0.28%	55
2024 Q3	$684K	Buy	15,123 +4,053	+37%	+$177K	0.07%	130
2024 Q2	$454K	Buy	11,070 +5,900	+114%	+$243K	0.05%	140
2024 Q1	$218K	Buy	5,170 +691	+15%	+$27.3K	0.04%	167
2023 Q4	$168K	Buy	4,479 +667	+17%	+$23.1K	0.03%	171
2023 Q3	$126K	Hold	3,812	–	–	0.02%	177
2023 Q2	$128K	Sell	3,812 -60,280	-94%	-$1.97M	0.03%	158
2023 Q1	$2.06M	Sell	64,092 -304	-0.5%	-$10.6K	0.46%	32
2022 Q4	$2.21M	Buy	+64,396	New	+$2.18M	0.54%	34

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

Y.D. More Investments's XLF Position: Q1 2026 in Review

Y.D. More Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.61% in Q1 2026, buying an estimated $15.9K and bringing the position to 50,160 shares worth $2.47M. The position accounts for 0.1% of the portfolio, ranked #71.

Y.D. More Investments first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.26M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Y.D. More Investments held 50,160 shares of State Street Financial Select Sector SPDR ETF worth $2.47M as of Q1 2026.
Y.D. More Investments bought 305 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $15.9K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Y.D. More Investments's portfolio in Q1 2026, its #71 holding.
Y.D. More Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's State Street Financial Select Sector SPDR ETF position peaked at $3.26M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.