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

Access Financial Services’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 Q2	$283K	Buy	5,270 +25	+0.5%	+$1.3K	0.09%	97
2026 Q1	$259K	Hold	5,245	–	–	0.09%	94
2025 Q4	$287K	Sell	5,245 -750	-13%	-$40K	0.1%	92
2025 Q3	$323K	Hold	5,995	–	–	0.12%	91
2025 Q2	$314K	Hold	5,995	–	–	0.12%	91
2025 Q1	$299K	Buy	+5,995	New	+$301K	0.12%	90

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 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Access Financial Services's XLF Position: Q2 2026 in Review

Access Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.48% in Q2 2026, buying an estimated $1.3K and bringing the position to 5,270 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #97.

Access Financial Services first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $323K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Access Financial Services held 5,270 shares of State Street Financial Select Sector SPDR ETF worth $283K as of Q2 2026.
Access Financial Services bought 25 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.3K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Access Financial Services's portfolio in Q2 2026, its #97 holding.
Access Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Access Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $323K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.