AP
XLF icon

Appleton Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Appleton Partners’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 		$1.45M Sell
27,111
-1,089
-4% -$56.6K 0.09% 130
2026
Q1 		$1.39M Sell
28,200
-418
-1% -$21.8K 0.1% 125
2025
Q4 		$1.57M Buy
28,618
+1,335
+5% +$71.1K 0.1% 122
2025
Q3 		$1.47M Buy
27,283
+3,111
+13% +$165K 0.1% 125
2025
Q2 		$1.27M Sell
24,172
-66
-0.3% -$3.27K 0.09% 126
2025
Q1 		$1.21M Sell
24,238
-2,402
-9% -$120K 0.09% 119
2024
Q4 		$1.29M Buy
26,640
+4,118
+18% +$199K 0.1% 118
2024
Q3 		$1.02M Buy
22,522
+316
+1% +$13.8K 0.08% 134
2024
Q2 		$913K Buy
22,206
+125
+0.6% +$5.14K 0.07% 135
2024
Q1 		$930K Sell
22,081
-2,717
-11% -$107K 0.07% 141
2023
Q4 		$932K Sell
24,798
-940
-4% -$32.5K 0.08% 141
2023
Q3 		$854K Sell
25,738
-502
-2% -$17.3K 0.08% 140
2023
Q2 		$885K Sell
26,240
-3,072
-10% -$100K 0.07% 146
2023
Q1 		$942K Buy
29,312
+784
+3% +$27.2K 0.08% 157
2022
Q4 		$976K Buy
28,528
+4,135
+17% +$140K 0.09% 152
2022
Q3 		$741K Buy
24,393
+1,443
+6% +$47.7K 0.07% 168
2022
Q2 		$722K Buy
22,950
+12,723
+124% +$440K 0.07% 172
2022
Q1 		$392K Buy
10,227
+821
+9% +$32.1K 0.03% 234
2021
Q4 		$367K Buy
9,406
+1,303
+16% +$51.2K 0.03% 242
2021
Q3 		$304K Buy
8,103
+1,202
+17% +$45K 0.03% 248
2021
Q2 		$253K Buy
6,901
+325
+5% +$11.9K 0.02% 268
2021
Q1 		$224K Buy
+6,576
New +$211K 0.02% 269
2020
Q1 		– Sell
-7,553
Closed -$232K – 292
2019
Q4 		$232K Sell
7,553
-70
-0.9% -$2.05K 0.03% 275
2019
Q3 		$213K Sell
7,623
-1,619
-18% -$44.7K 0.03% 269
2019
Q2 		$255K Buy
+9,242
New +$250K 0.03% 252

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
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Appleton Partners's XLF Position: Q2 2026 in Review

Appleton Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q2 2026, selling an estimated $56.6K and leaving 27,111 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #130.

Appleton Partners first reported a position in XLF in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.57M in Q4 2025. 457 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Appleton Partners held 27,111 shares of State Street Financial Select Sector SPDR ETF worth $1.45M as of Q2 2026.
  • Appleton Partners sold 1,089 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $56.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.09% of Appleton Partners's portfolio in Q2 2026, its #130 holding.
  • Appleton Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 25 quarters since.
  • Appleton Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.57M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.