AIP
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ARS Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

ARS Investment 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 		$3.42M Buy
63,749
+1,218
+2% +$63.3K 0.15% 66
2026
Q1 		$3.09M Sell
62,531
-777
-1% -$40.5K 0.16% 63
2025
Q4 		$3.47M Buy
63,308
+4,541
+8% +$242K 0.2% 61
2025
Q3 		$3.17M Buy
58,767
+8,874
+18% +$470K 0.21% 60
2025
Q2 		$2.61M Buy
49,893
+9,102
+22% +$450K 0.19% 60
2025
Q1 		$1.97M Hold
40,791
– – 0.18% 64
2024
Q4 		$1.97M Sell
40,791
-1,224
-3% -$59.2K 0.18% 64
2024
Q3 		$1.9M Buy
42,015
+4,520
+12% +$197K 0.17% 65
2024
Q2 		$1.54M Buy
37,495
+312
+0.8% +$12.8K 0.15% 65
2024
Q1 		$1.57M Sell
37,183
-528
-1% -$20.8K 0.16% 67
2023
Q4 		$1.42M Buy
37,711
+201
+0.5% +$6.96K 0.16% 69
2023
Q3 		$1.24M Buy
37,510
+1,437
+4% +$49.5K 0.15% 70
2023
Q2 		$1.22M Buy
36,073
+166
+0.5% +$5.42K 0.14% 76
2023
Q1 		$1.15M Sell
35,907
-2,929
-8% -$102K 0.14% 78
2022
Q4 		$1.33M Sell
38,836
-30,769
-44% -$1.04M 0.18% 66
2022
Q3 		$2.11M Sell
69,605
-2,799
-4% -$92.5K 0.29% 54
2022
Q2 		$2.28M Sell
72,404
-151,224
-68% -$5.23M 0.31% 51
2022
Q1 		$8.57M Sell
223,628
-50,129
-18% -$1.96M 0.83% 34
2021
Q4 		$10.7M Sell
273,757
-42,689
-13% -$1.68M 0.98% 33
2021
Q3 		$11.9M Buy
316,446
+3,304
+1% +$124K 1.19% 28
2021
Q2 		$11.5M Buy
313,142
+24,289
+8% +$889K 1.17% 29
2021
Q1 		$9.84M Buy
288,853
+115,137
+66% +$3.7M 1.14% 29
2020
Q4 		$5.12M Buy
173,716
+21,975
+14% +$588K 0.63% 46
2020
Q3 		$3.65M Buy
+151,741
New +$3.69M 0.57% 44
2020
Q2 		– Sell
-116,515
Closed -$2.43M – 93
2020
Q1 		$2.43M Buy
116,515
+5,447
+5% +$150K 0.59% 37
2019
Q4 		$3.42M Sell
111,068
-5,600
-5% -$164K 0.57% 42
2019
Q3 		$3.27M Sell
116,668
-18,230
-14% -$503K 0.59% 41
2019
Q2 		$3.72M Buy
134,898
+2,402
+2% +$65.1K 0.63% 37
2019
Q1 		$3.41M Buy
132,496
+9,339
+8% +$241K 0.62% 39
2018
Q4 		$2.93M Buy
123,157
+5,309
+5% +$138K 0.62% 37
2018
Q3 		$3.25M Buy
117,848
+19,159
+19% +$536K 0.5% 43
2018
Q2 		$2.62M Sell
98,689
-1,280
-1% -$35.3K 0.42% 43
2018
Q1 		$2.76M Buy
99,969
+9,315
+10% +$268K 0.34% 54
2017
Q4 		$2.53M Buy
90,654
+9,324
+11% +$251K 0.31% 60
2017
Q3 		$2.1M Buy
81,330
+4,676
+6% +$117K 0.27% 67
2017
Q2 		$1.89M Buy
76,654
+20,589
+37% +$489K 0.26% 72
2017
Q1 		$1.33M Buy
56,065
+14,170
+34% +$339K 0.19% 88
2016
Q4 		$974K Sell
41,895
-343,395
-89% -$7.37M 0.15% 99
2016
Q3 		$7.44M Sell
385,290
-39,856
-9% -$822K 1.63% 22
2016
Q2 		$8.53M Sell
425,146
-5,475
-1% -$111K 1.91% 20
2016
Q1 		$8.51M Buy
430,621
+88,027
+26% +$1.68M 1.99% 19
2015
Q4 		$7.17M Sell
342,594
-3,692
-1% -$77.8K 1.68% 26
2015
Q3 		$6.89M Sell
346,286
-9,812
-3% -$208K 1.58% 27
2015
Q2 		$7.62M Buy
356,098
+16,254
+5% +$351K 1.39% 32
2015
Q1 		$7.19M Sell
339,844
-18,547
-5% -$392K 1.34% 34
2014
Q4 		$7.78M Buy
358,391
+6,292
+2% +$132K 1.32% 33
2014
Q3 		$7.16M Buy
352,099
+15,284
+5% +$309K 1.09% 35
2014
Q2 		$6.72M Buy
336,815
+13,628
+4% +$265K 1.04% 35
2014
Q1 		$6.34M Buy
323,187
+107,281
+50% +$2.05M 1.12% 34
2013
Q4 		$4.14M Buy
+215,906
New +$3.97M 0.7% 40

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

ARS Investment Partners's XLF Position: Q2 2026 in Review

ARS Investment Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q2 2026, buying an estimated $63.3K and bringing the position to 63,749 shares worth $3.42M. The position accounts for 0.15% of the portfolio, ranked #66.

ARS Investment Partners first reported a position in XLF in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.9M in Q3 2021. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • ARS Investment Partners held 63,749 shares of State Street Financial Select Sector SPDR ETF worth $3.42M as of Q2 2026.
  • ARS Investment Partners bought 1,218 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $63.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.15% of ARS Investment Partners's portfolio in Q2 2026, its #66 holding.
  • ARS Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • ARS Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $11.9M in Q3 2021.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.