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Albion Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Albion Financial Group’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 		$50.9K Buy
950
+940
+9,400% +$48.9K ﹤0.01% 281
2026
Q1 		$494 Hold
10
– – ﹤0.01% 684
2025
Q4 		$548 Hold
10
– – ﹤0.01% 606
2025
Q3 		$539 Hold
10
– – ﹤0.01% 608
2025
Q2 		$524 Hold
10
– – ﹤0.01% 542
2025
Q1 		$499 Hold
10
– – ﹤0.01% 561
2024
Q4 		$484 Hold
10
– – ﹤0.01% 640
2024
Q3 		$454 Hold
10
– – ﹤0.01% 476
2024
Q2 		$412 Hold
10
– – ﹤0.01% 482
2024
Q1 		$422 Hold
10
– – ﹤0.01% 469
2023
Q4 		$376 Hold
10
– – ﹤0.01% 453
2023
Q3 		$332 Hold
10
– – ﹤0.01% 451
2023
Q2 		$338 Sell
10
-1,026
-99% -$33.5K ﹤0.01% 444
2023
Q1 		$33.3K Hold
1,036
– – ﹤0.01% 228
2022
Q4 		$35.4K Hold
1,036
– – ﹤0.01% 227
2022
Q3 		$31K Hold
1,036
– – ﹤0.01% 234
2022
Q2 		$33K Hold
1,036
– – ﹤0.01% 237
2022
Q1 		$40K Hold
1,036
– – ﹤0.01% 270
2021
Q4 		$40K Buy
1,036
+7
+0.7% +$275 ﹤0.01% 299
2021
Q3 		$39K Sell
1,029
-2,000
-66% -$74.8K ﹤0.01% 271
2021
Q2 		$111K Buy
+3,029
New +$111K 0.01% 208
2020
Q4 		$30K Buy
+1,026
New +$27.4K ﹤0.01% 287
2020
Q1 		– Sell
-708,175
Closed -$21.8M – 226
2019
Q4 		$21.8M Sell
708,175
-12,252
-2% -$360K 2.59% 9
2019
Q3 		$20.2M Sell
720,427
-55,148
-7% -$1.52M 2.59% 10
2019
Q2 		$21.4M Sell
775,575
-2,125
-0.3% -$57.6K 2.76% 8
2019
Q1 		$20M Buy
777,700
+3,090
+0.4% +$79.8K 2.71% 8
2018
Q4 		$18.5M Buy
774,610
+3,209
+0.4% +$83.4K 2.87% 6
2018
Q3 		$21.3M Buy
771,401
+16,318
+2% +$457K 2.88% 8
2018
Q2 		$20.1M Buy
755,083
+10,773
+1% +$297K 2.89% 7
2018
Q1 		$20.5M Buy
744,310
+3,242
+0.4% +$93.4K 3.16% 6
2017
Q4 		$20.7M Sell
741,068
-8,566
-1% -$230K 3.15% 6
2017
Q3 		$19.4M Buy
749,634
+15,129
+2% +$377K 2.96% 7
2017
Q2 		$18.1M Sell
734,505
-5,953
-0.8% -$141K 3.01% 6
2017
Q1 		$17.6M Buy
740,458
+156,703
+27% +$3.75M 2.64% 7
2016
Q4 		$13.6M Buy
+583,755
New +$12.5M 2.25% 6

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

Albion Financial Group's XLF Position: Q2 2026 in Review

Albion Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9,400% in Q2 2026, buying an estimated $48.9K and bringing the position to 950 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Albion Financial Group first reported a position in XLF in Q4 2016 and has held it in 35 quarters since. The position peaked at $21.8M in Q4 2019. 504 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Albion Financial Group held 950 shares of State Street Financial Select Sector SPDR ETF worth $50.9K as of Q2 2026.
  • Albion Financial Group bought 940 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $48.9K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #281 holding.
  • Albion Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 35 quarters since.
  • Albion Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $21.8M in Q4 2019.
  • 504 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.