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

Accredited Investors’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	$386K	Sell	7,204 -45	-0.6%	-$2.34K	0.02%	205
2026 Q1	$358K	Buy	7,249 +545	+8%	+$28.4K	0.02%	189
2025 Q4	$367K	Hold	6,704	–	–	0.02%	194
2025 Q3	$361K	Buy	6,704 +325	+5%	+$17.2K	0.02%	178
2025 Q2	$334K	Sell	6,379 -265	-4%	-$13.1K	0.02%	182
2025 Q1	$331K	Buy	6,644 +265	+4%	+$13.3K	0.02%	165
2024 Q4	$308K	Sell	6,379 -666	-9%	-$32.2K	0.02%	177
2024 Q3	$319K	Hold	7,045	–	–	0.02%	172
2024 Q2	$290K	Hold	7,045	–	–	0.02%	167
2024 Q1	$297K	Hold	7,045	–	–	0.02%	164
2023 Q4	$265K	Sell	7,045 -105	-1%	-$3.63K	0.02%	161
2023 Q3	$237K	Sell	7,150 -12	-0.2%	-$413	0.02%	160
2023 Q2	$241K	Sell	7,162 -1,320	-16%	-$43.1K	0.02%	169
2023 Q1	$273K	Sell	8,482 -519	-6%	-$18K	0.02%	157
2022 Q4	$308K	Sell	9,001 -1,624	-15%	-$54.9K	0.03%	138
2022 Q3	$323K	Hold	10,625	–	–	0.04%	128
2022 Q2	$334K	Buy	10,625 +634	+6%	+$21.9K	0.04%	130
2022 Q1	$383K	Sell	9,991 -400	-4%	-$15.6K	0.03%	131
2021 Q4	$406K	Buy	10,391 +400	+4%	+$15.7K	0.04%	125
2021 Q3	$375K	Buy	9,991 +1,079	+12%	+$40.4K	0.04%	121
2021 Q2	$327K	Buy	8,912 +400	+5%	+$14.6K	0.03%	126
2021 Q1	$290K	Hold	8,512	–	–	0.04%	131
2020 Q4	$251K	Hold	8,512	–	–	0.04%	130
2020 Q3	$205K	Sell	8,512 -1,000	-11%	-$24.3K	0.04%	129
2020 Q2	$220K	Sell	9,512 -12,093	-56%	-$275K	0.04%	118
2020 Q1	$450K	Sell	21,605 -6,200	-22%	-$171K	0.11%	84
2019 Q4	$856K	Buy	27,805 +435	+2%	+$12.8K	0.15%	63
2019 Q3	$766K	Hold	27,370	–	–	0.15%	63
2019 Q2	$755K	Sell	27,370 -1,960	-7%	-$53.1K	0.15%	65
2019 Q1	$754K	Buy	29,330 +5,971	+26%	+$154K	0.15%	64
2018 Q4	$556K	Buy	+23,359	New	+$607K	0.12%	65

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Accredited Investors's XLF Position: Q2 2026 in Review

Accredited Investors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.62% in Q2 2026, selling an estimated $2.34K and leaving 7,204 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #205.

Accredited Investors first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $856K in Q4 2019. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Accredited Investors held 7,204 shares of State Street Financial Select Sector SPDR ETF worth $386K as of Q2 2026.
Accredited Investors sold 45 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #205 holding.
Accredited Investors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Accredited Investors's State Street Financial Select Sector SPDR ETF position peaked at $856K in Q4 2019.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.