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

Allen 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	$980K	Hold	18,274	–	–	0.01%	154
2026 Q1	$902K	Hold	18,274	–	–	0.01%	158
2025 Q4	$1M	Hold	18,274	–	–	0.01%	154
2025 Q3	$985K	Sell	18,274 -9,517	-34%	-$504K	0.01%	140
2025 Q2	$1.46M	Hold	27,791	–	–	0.02%	122
2025 Q1	$1.38M	Hold	27,791	–	–	0.02%	125
2024 Q4	$1.34M	Hold	27,791	–	–	0.02%	128
2024 Q3	$1.26M	Hold	27,791	–	–	0.02%	133
2024 Q2	$1.14M	Hold	27,791	–	–	0.01%	140
2024 Q1	$1.17M	Hold	27,791	–	–	0.01%	129
2023 Q4	$1.05M	Hold	27,791	–	–	0.01%	131
2023 Q3	$922K	Hold	27,791	–	–	0.01%	137
2023 Q2	$937K	Hold	27,791	–	–	0.01%	132
2023 Q1	$894K	Hold	27,791	–	–	0.02%	132
2022 Q4	$950K	Hold	27,791	–	–	0.02%	125
2022 Q3	$844K	Sell	27,791 -47,882	-63%	-$1.58M	0.01%	130
2022 Q2	$2.38M	Sell	75,673 -7,637	-9%	-$264K	0.04%	97
2022 Q1	$3.19M	Buy	83,310 +65,036	+356%	+$2.54M	0.04%	96
2021 Q4	$714K	Hold	18,274	–	–	0.01%	161
2021 Q3	$686K	Buy	18,274 +10,270	+128%	+$384K	0.01%	126
2021 Q2	$294K	Hold	8,004	–	–	﹤0.01%	168
2021 Q1	$272K	Hold	8,004	–	–	﹤0.01%	174
2020 Q4	$236K	Buy	+8,004	New	+$214K	﹤0.01%	175
2020 Q1	–	Sell	-8,004	Closed	-$246K	–	189
2019 Q4	$246K	Hold	8,004	–	–	0.01%	165
2019 Q3	$224K	Hold	8,004	–	–	0.01%	187
2019 Q2	$221K	Hold	8,004	–	–	0.01%	192
2019 Q1	$206K	Buy	+8,004	New	+$207K	0.01%	190

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

Allen Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 18,274 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #154.

Allen Investment Management first reported a position in XLF in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q1 2022. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Allen Investment Management held 18,274 shares of State Street Financial Select Sector SPDR ETF worth $980K as of Q2 2026.
Allen Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #154 holding.
Allen Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 27 quarters since.
Allen Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $3.19M in Q1 2022.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.