CARLSON FINANCIAL, INC.’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$348K Buy
6,477
+330
+5% +$17.2K 0.18% 129
2026
Q1
$303K Buy
6,147
+214
+4% +$11.2K 0.18% 130
2025
Q4
$325K Buy
+5,933
New +$316K 0.19% 125

Other funds holding XLF

CARLSON FINANCIAL, INC.'s XLF Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 6,477 shares worth $348K. The position accounts for 0.18% of the portfolio, ranked #129.

CARLSON FINANCIAL, INC. first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 6,477 shares of State Street Financial Select Sector SPDR ETF worth $348K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 330 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.18% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #129 holding.
  • CARLSON FINANCIAL, INC. first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.