Annis Gardner Whiting Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Buy
5,750
+112
+2% +$5.82K 0.05% 274
2026
Q1
$278K Buy
5,638
+545
+11% +$28.4K 0.04% 266
2025
Q4
$279K Buy
+5,093
New +$271K 0.05% 256
2025
Q3
Sell
-648
Closed -$33.9K 1440
2025
Q2
$33.9K Buy
+648
New +$32.1K 0.01% 475

Other funds holding XLF

Annis Gardner Whiting Capital Advisors's XLF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, buying an estimated $5.82K and bringing the position to 5,750 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #274.

Annis Gardner Whiting Capital Advisors first reported a position in XLF in Q2 2025 and has held it in 4 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 5,750 shares of State Street Financial Select Sector SPDR ETF worth $308K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 112 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.82K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #274 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.