American Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

American Trust’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	$248K	Buy	4,624 +18	+0.4%	+$936	0.02%	277
2026 Q1	$227K	Sell	4,606 -238	-5%	-$12.4K	0.02%	282
2025 Q4	$265K	Sell	4,844 -1,184	-20%	-$63.1K	0.02%	255
2025 Q3	$325K	Buy	6,028 +110	+2%	+$5.83K	0.03%	236
2025 Q2	$310K	Buy	+5,918	New	+$293K	0.03%	217
2025 Q1	–	Sell	-5,144	Closed	-$249K	–	315
2024 Q4	$249K	Buy	+5,144	New	+$249K	0.02%	267
2023 Q3	–	Sell	-6,762	Closed	-$228K	–	429
2023 Q2	$228K	Sell	6,762 -76	-1%	-$2.48K	0.02%	368
2023 Q1	$220K	Buy	6,838 +495	+8%	+$17.2K	0.02%	393
2022 Q4	$217K	Buy	+6,343	New	+$215K	0.02%	390

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

American Trust's XLF Position: Q2 2026 in Review

American Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.39% in Q2 2026, buying an estimated $936 and bringing the position to 4,624 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #277.

American Trust first reported a position in XLF in Q4 2022 and has held it in 9 quarters since. The position peaked at $325K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

American Trust held 4,624 shares of State Street Financial Select Sector SPDR ETF worth $248K as of Q2 2026.
American Trust bought 18 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $936.
State Street Financial Select Sector SPDR ETF made up 0.02% of American Trust's portfolio in Q2 2026, its #277 holding.
American Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
American Trust's State Street Financial Select Sector SPDR ETF position peaked at $325K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.