SEC 13F Intelligence

Sandbox Financial Partners, LLC / XLF

Sandbox Financial Partners, LLC’s Select Sector Spdr Tr Position

Does Sandbox Financial Partners, LLC own Select Sector Spdr Tr (XLF)? Yes — 103.9K shares worth $5M (+1.44% of its 13F portfolio) as of Q1 2026, up from 97.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
103.9K
% of Portfolio
+1.44%
Quarters Held
10
currently held

Position History XLF

Reported value by quarter
Q2 ’21: $250,000Q2 ’21Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026103.9K$5M+1.44%
Q4 202597.3K$5M+1.48%
Q3 202559.8K$3M+0.92%
Q2 202553.5K$3M+0.88%
Q1 202553.0K$3M+0.93%
Q4 202452.4K$3M+0.84%
Q3 202447.9K$2M+0.77%
Q2 202446.8K$2M+0.74%
Q1 202443.3K$2M+0.77%
Q2 20216.8K$250,000+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sandbox Financial Partners, LLC’s full portfolio or all institutional holders of XLF.