BOLTON SECURITIES CORPORATION’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.48M	Buy	+29,881	New	+$1.56M	0.07%	297
2025 Q3	$3.5M	Buy	+65,019	New	+$3.45M	0.17%	151
2025 Q1	$614K	Buy	+12,317	New	+$618K	0.04%	432

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

BOLTON SECURITIES CORPORATION's XLF Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 29,881 shares worth $1.48M. The stake represents 0.07% of the portfolio and ranks #297 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XLF as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XLF in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.5M in Q3 2025. 1,858 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

BOLTON SECURITIES CORPORATION held 29,881 shares of State Street Financial Select Sector SPDR ETF worth $1.48M as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #297 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street Financial Select Sector SPDR ETF position peaked at $3.5M in Q3 2025.
1,858 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.