Adams Diversified Equity Fund’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Adams Diversified Equity Fund’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	$12.7M	Sell	237,000 -18,200	-7%	-$946K	0.39%	81
2026 Q1	$12.6M	Buy	+255,200	New	+$13.3M	0.44%	72
2022 Q3	–	Sell	-367,600	Closed	-$11.6M	–	104
2022 Q2	$11.6M	Buy	+367,600	New	+$12.7M	0.55%	75
2021 Q4	–	Sell	-532,600	Closed	-$20M	–	102
2021 Q3	$20M	Buy	532,600 +281,000	+112%	+$10.5M	0.79%	42
2021 Q2	$9.23M	Buy	+251,600	New	+$9.2M	0.36%	91

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

Adams Diversified Equity Fund's XLF Position: Q2 2026 in Review

Adams Diversified Equity Fund reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.1% in Q2 2026, selling an estimated $946K and leaving 237,000 shares worth $12.7M. The position accounts for 0.39% of the portfolio, ranked #81.

Adams Diversified Equity Fund first reported a position in XLF in Q2 2021 and has held it in 5 quarters since. The position peaked at $20M in Q3 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Adams Diversified Equity Fund held 237,000 shares of State Street Financial Select Sector SPDR ETF worth $12.7M as of Q2 2026.
Adams Diversified Equity Fund sold 18,200 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $946K.
State Street Financial Select Sector SPDR ETF made up 0.39% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #81 holding.
Adams Diversified Equity Fund first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
Adams Diversified Equity Fund's State Street Financial Select Sector SPDR ETF position peaked at $20M in Q3 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.