AP
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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
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

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

Atwood & Palmer's XLF Position: Q2 2026 in Review

Atwood & Palmer reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 91% in Q2 2026, selling an estimated $2.7K and leaving 5 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Atwood & Palmer first reported a position in XLF in Q3 2014 and has held it in 20 quarters since. The position peaked at $198K in Q4 2014. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Atwood & Palmer held 5 shares of State Street Financial Select Sector SPDR ETF worth $269 as of Q2 2026.
  • Atwood & Palmer sold 52 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.7K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #476 holding.
  • Atwood & Palmer first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2014 and has held it in 20 quarters since.
  • Atwood & Palmer's State Street Financial Select Sector SPDR ETF position peaked at $198K in Q4 2014.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.