Atwood & Palmer’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-5	Closed	-$269	–	521
2026 Q2	$269	Sell	5 -52	-91%	-$2.7K	﹤0.01%	476
2026 Q1	$2.81K	Hold	57	–	–	﹤0.01%	428
2025 Q4	$3.12K	Hold	57	–	–	﹤0.01%	429
2025 Q3	$3.07K	Hold	57	–	–	﹤0.01%	432
2025 Q2	$2.99K	Sell	57 -70	-55%	-$3.46K	﹤0.01%	454
2025 Q1	$6.33K	Hold	127	–	–	﹤0.01%	354
2024 Q4	$6.14K	Hold	127	–	–	﹤0.01%	369
2024 Q3	$5.76K	Sell	127 -10	-7%	-$436	﹤0.01%	372
2024 Q2	$5.63K	Buy	+137	New	+$5.64K	﹤0.01%	360
2022 Q2	–	Sell	-1,635	Closed	-$63K	–	457
2022 Q1	$63K	Hold	1,635	–	–	0.01%	209
2021 Q4	$64K	Hold	1,635	–	–	0.01%	214
2021 Q3	$61K	Hold	1,635	–	–	0.01%	212
2021 Q2	$60K	Hold	1,635	–	–	0.01%	214
2021 Q1	$56K	Hold	1,635	–	–	0.01%	214
2020 Q4	$48K	Buy	+1,635	New	+$43.7K	0.01%	214
2017 Q3	–	Sell	-400	Closed	-$10K	–	319
2017 Q2	$10K	Buy	+400	New	+$9.49K	﹤0.01%	258
2016 Q1	–	Sell	-580	Closed	-$12K	–	394
2015 Q4	$12K	Hold	580	–	–	﹤0.01%	316
2015 Q3	$12K	Buy	+580	New	+$12.3K	﹤0.01%	321
2015 Q1	–	Sell	-9,113	Closed	-$198K	–	350
2014 Q4	$198K	Hold	9,113	–	–	0.04%	123
2014 Q3	$185K	Buy	+9,113	New	+$184K	0.03%	128

Other funds holding XLF

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Atwood & Palmer's XLF Position: Q3 2026 in Review

Atwood & Palmer sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 5 shares — an estimated $269 sold.

Atwood & Palmer first reported a position in XLF in Q3 2014 and held it in 20 quarters. The position peaked at $198K in Q4 2014. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Atwood & Palmer reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Atwood & Palmer sold 5 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $269.
Atwood & Palmer first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2014 and held it in 20 quarters.
Atwood & Palmer's State Street Financial Select Sector SPDR ETF position peaked at $198K in Q4 2014.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.