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

Accredited Investor 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	$982K	Sell	18,311 -641	-3%	-$33.3K	0.55%	16
2026 Q1	$936K	Buy	18,952 +2,302	+14%	+$120K	0.6%	16
2025 Q4	$912K	Hold	16,650	–	–	0.6%	17
2025 Q3	$897K	Sell	16,650 -257	-2%	-$13.6K	0.62%	17
2025 Q2	$885K	Buy	16,907 +200	+1%	+$9.9K	0.67%	17
2025 Q1	$832K	Buy	16,707 +470	+3%	+$23.6K	0.7%	16
2024 Q4	$785K	Buy	+16,237	New	+$785K	0.63%	19

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

Accredited Investor Services's XLF Position: Q2 2026 in Review

Accredited Investor Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.4% in Q2 2026, selling an estimated $33.3K and leaving 18,311 shares worth $982K. The position accounts for 0.55% of the portfolio, ranked #16.

Accredited Investor Services first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Accredited Investor Services held 18,311 shares of State Street Financial Select Sector SPDR ETF worth $982K as of Q2 2026.
Accredited Investor Services sold 641 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $33.3K.
State Street Financial Select Sector SPDR ETF made up 0.55% of Accredited Investor Services's portfolio in Q2 2026, its #16 holding.
Accredited Investor Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.