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

Access Investment Management’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	$21.4K	Hold	400	–	–	0.01%	121
2026 Q1	$19.7K	Hold	400	–	–	0.01%	133
2025 Q4	$21.5K	Hold	400	–	–	0.01%	129
2025 Q3	$21.5K	Hold	400	–	–	0.01%	129
2025 Q2	$20.9K	Buy	+400	New	+$19.8K	0.01%	131

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 Investment Management's XLF Position: Q2 2026 in Review

Access Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 400 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #121.

Access Investment Management first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Access Investment Management held 400 shares of State Street Financial Select Sector SPDR ETF worth $21.4K as of Q2 2026.
Access Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Access Investment Management's portfolio in Q2 2026, its #121 holding.
Access Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Access Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $21.5K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.