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

Acropolis 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	$672K	Buy	12,527 +3	+0%	+$156	0.03%	163
2026 Q1	$618K	Buy	12,524 +4	+0%	+$208	0.03%	161
2025 Q4	$686K	Sell	12,520 -222	-2%	-$11.8K	0.03%	152
2025 Q3	$667K	Buy	12,742 +1,247	+11%	+$66.1K	0.03%	149
2025 Q2	$602K	Sell	11,495 -2,082	-15%	-$103K	0.03%	139
2025 Q1	$676K	Buy	13,577 +207	+2%	+$10.4K	0.04%	122
2024 Q4	$646K	Buy	13,370 +8	+0.1%	+$387	0.04%	128
2024 Q3	$606K	Sell	13,362 -828	-6%	-$36.1K	0.04%	134
2024 Q2	$583K	Buy	14,190 +818	+6%	+$33.7K	0.04%	134
2024 Q1	$563K	Sell	13,372 -2,145	-14%	-$84.7K	0.04%	141
2023 Q4	$583K	Buy	15,517 +5	+0%	+$173	0.04%	132
2023 Q3	$515K	Buy	15,512 +936	+6%	+$32.3K	0.04%	133
2023 Q2	$491K	Buy	14,576 +1,971	+16%	+$64.3K	0.04%	141
2023 Q1	$405K	Sell	12,605 -770	-6%	-$26.8K	0.03%	152
2022 Q4	$457K	Buy	13,375 +7	+0.1%	+$237	0.04%	138
2022 Q3	$406K	Buy	13,368 +8	+0.1%	+$264	0.04%	138
2022 Q2	$420K	Sell	13,360 -1	-0%	-$35	0.04%	139
2022 Q1	$512K	Buy	13,361 +1,224	+10%	+$47.8K	0.05%	126
2021 Q4	$474K	Buy	12,137 +2	+0%	+$79	0.04%	132
2021 Q3	$445K	Buy	12,135 +1	+0%	+$37	0.05%	127
2021 Q2	$445K	Buy	12,134 +910	+8%	+$33.3K	0.04%	130
2021 Q1	$382K	Hold	11,224	–	–	0.04%	139
2020 Q4	$331K	Hold	11,224	–	–	0.04%	138
2020 Q3	$270K	Buy	11,224 +588	+6%	+$14.3K	0.03%	139
2020 Q2	$246K	Sell	10,636 -2,476	-19%	-$56.2K	0.03%	136
2020 Q1	$273K	Buy	13,112 +1,026	+8%	+$28.2K	0.04%	122
2019 Q4	$372K	Buy	12,086 +1,650	+16%	+$48.4K	0.05%	113
2019 Q3	$292K	Buy	+10,436	New	+$288K	0.04%	115
2015 Q3	–	Sell	-3,042	Closed	-$116K	–	134
2015 Q2	$116K	Sell	3,042 -2,677	-47%	-$57.8K	0.02%	128
2015 Q1	$121K	Sell	5,719 -888	-13%	-$18.8K	0.02%	140
2014 Q4	$143K	Hold	6,607	–	–	0.03%	131
2014 Q3	$134K	Hold	6,607	–	–	0.03%	133
2014 Q2	$132K	Hold	6,607	–	–	0.03%	131
2014 Q1	$130K	Buy	+6,607	New	+$126K	0.03%	124

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

Acropolis Investment Management's XLF Position: Q2 2026 in Review

Acropolis Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.02% in Q2 2026, buying an estimated $156 and bringing the position to 12,527 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #163.

Acropolis Investment Management first reported a position in XLF in Q1 2014 and has held it in 34 quarters since. The position peaked at $686K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Acropolis Investment Management held 12,527 shares of State Street Financial Select Sector SPDR ETF worth $672K as of Q2 2026.
Acropolis Investment Management bought 3 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $156.
State Street Financial Select Sector SPDR ETF made up 0.03% of Acropolis Investment Management's portfolio in Q2 2026, its #163 holding.
Acropolis Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 34 quarters since.
Acropolis Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $686K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.