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

Act Two 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 Q1	–	Sell	-5,868	Closed	-$321K	–	40
2025 Q4	$321K	Sell	5,868 -4,300	-42%	-$229K	0.06%	37
2025 Q3	$548K	Hold	10,168	–	–	0.1%	36
2025 Q2	$532K	Hold	10,168	–	–	0.11%	31
2025 Q1	$506K	Sell	10,168 -2,575	-20%	-$129K	0.11%	34
2024 Q4	$616K	Hold	12,743	–	–	0.12%	38
2024 Q3	$578K	Hold	12,743	–	–	0.11%	38
2024 Q2	$524K	Sell	12,743 -5,074	-28%	-$209K	0.1%	38
2024 Q1	$750K	Sell	17,817 -6,012	-25%	-$237K	0.15%	34
2023 Q4	$896K	Buy	23,829 +1,822	+8%	+$63.1K	0.19%	33
2023 Q3	$730K	Hold	22,007	–	–	0.2%	29
2023 Q2	$742K	Sell	22,007 -2,671	-11%	-$87.2K	0.21%	32
2023 Q1	$793K	Buy	+24,678	New	+$858K	0.32%	26
2022 Q2	–	Sell	-5,788	Closed	-$222K	–	26
2022 Q1	$222K	Sell	5,788 -326	-5%	-$12.7K	0.18%	24
2021 Q4	$239K	Sell	6,114 -158,871	-96%	-$6.24M	0.19%	26
2021 Q3	$6.19M	Sell	164,985 -606,765	-79%	-$22.7M	1.47%	14
2021 Q2	$28.3M	Buy	771,750 +15,148	+2%	+$554K	5.53%	10
2021 Q1	$25.8M	Buy	756,602 +7,610	+1%	+$244K	5.68%	9
2020 Q4	$22.1M	Buy	748,992 +574,376	+329%	+$15.4M	5.57%	10
2020 Q3	$4.2M	Buy	+174,616	New	+$4.25M	1.36%	18

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Act Two Investors's XLF Position: Q1 2026 in Review

Act Two Investors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 5,868 shares — an estimated $321K sold.

Act Two Investors first reported a position in XLF in Q3 2020 and held it in 19 quarters. The position peaked at $28.3M in Q2 2021. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Act Two Investors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Act Two Investors sold 5,868 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $321K.
Act Two Investors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 19 quarters.
Act Two Investors's State Street Financial Select Sector SPDR ETF position peaked at $28.3M in Q2 2021.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.