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

Agate Pass 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 		$460K Buy
8,590
+908
+12% +$47.2K 0.17% 86
2026
Q1 		$379K Hold
7,682
– – 0.15% 89
2025
Q4 		$421K Buy
7,682
+450
+6% +$24K 0.16% 92
2025
Q3 		$390K Buy
7,232
+124
+2% +$6.57K 0.15% 91
2025
Q2 		$372K Hold
7,108
– – 0.15% 94
2025
Q1 		$354K Hold
7,108
– – 0.15% 96
2024
Q4 		$344K Hold
7,108
– – 0.16% 93
2024
Q3 		$322K Sell
7,108
-1,418
-17% -$61.9K 0.16% 85
2024
Q2 		$350K Hold
8,526
– – 0.19% 78
2024
Q1 		$359K Hold
8,526
– – 0.19% 79
2023
Q4 		$321K Buy
8,526
+14
+0.2% +$485 0.19% 81
2023
Q3 		$282K Buy
8,512
+12
+0.1% +$413 0.19% 75
2023
Q2 		$287K Buy
8,500
+13
+0.2% +$424 0.17% 82
2023
Q1 		$273K Buy
8,487
+13
+0.2% +$452 0.18% 85
2022
Q4 		$290K Buy
+8,474
New +$287K 0.21% 83
2022
Q3 		– Sell
-6,442
Closed -$203K – 94
2022
Q2 		$203K Buy
6,442
+604
+10% +$20.9K 0.14% 92
2022
Q1 		$224K Buy
5,838
+10
+0.2% +$391 0.14% 91
2021
Q4 		$228K Buy
+5,828
New +$229K 0.14% 95

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Agate Pass Investment Management's XLF Position: Q2 2026 in Review

Agate Pass Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, buying an estimated $47.2K and bringing the position to 8,590 shares worth $460K. The position accounts for 0.17% of the portfolio, ranked #86.

Agate Pass Investment Management first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Agate Pass Investment Management held 8,590 shares of State Street Financial Select Sector SPDR ETF worth $460K as of Q2 2026.
  • Agate Pass Investment Management bought 908 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $47.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.17% of Agate Pass Investment Management's portfolio in Q2 2026, its #86 holding.
  • Agate Pass Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.