Aull & Monroe Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Aull & Monroe Investment Management’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	$360K	Hold	6,709	–	–	0.15%	98
2026 Q1	$331K	Hold	6,709	–	–	0.15%	97
2025 Q4	$367K	Hold	6,709	–	–	0.18%	86
2025 Q3	$361K	Hold	6,709	–	–	0.18%	89
2025 Q2	$351K	Hold	6,709	–	–	0.19%	93
2025 Q1	$334K	Hold	6,709	–	–	0.17%	98
2024 Q4	$324K	Hold	6,709	–	–	0.17%	102
2024 Q3	$304K	Hold	6,709	–	–	0.14%	105
2024 Q2	$276K	Buy	6,709 +480	+8%	+$19.8K	0.14%	106
2024 Q1	$262K	Buy	+6,229	New	+$246K	0.12%	113
2023 Q4	–	Sell	-6,904	Closed	-$229K	–	132
2023 Q3	$229K	Hold	6,904	–	–	0.12%	119
2023 Q2	$233K	Hold	6,904	–	–	0.12%	118
2023 Q1	$222K	Hold	6,904	–	–	0.11%	121
2022 Q4	$236K	Sell	6,904 -477	-6%	-$16.1K	0.12%	116
2022 Q3	$224K	Hold	7,381	–	–	0.12%	122
2022 Q2	$232K	Hold	7,381	–	–	0.12%	121
2022 Q1	$283K	Hold	7,381	–	–	0.13%	117
2021 Q4	$288K	Hold	7,381	–	–	0.13%	119
2021 Q3	$277K	Sell	7,381 -200	-3%	-$7.48K	0.14%	116
2021 Q2	$278K	Hold	7,581	–	–	0.13%	118
2021 Q1	$258K	Hold	7,581	–	–	0.13%	118
2020 Q4	$223K	Buy	+7,581	New	+$203K	0.12%	120
2020 Q1	–	Sell	-8,104	Closed	-$250K	–	125
2019 Q4	$250K	Hold	8,104	–	–	0.13%	117
2019 Q3	$227K	Hold	8,104	–	–	0.12%	120
2019 Q2	$224K	Buy	+8,104	New	+$219K	0.12%	121
2018 Q4	–	Sell	-8,104	Closed	-$224K	–	130
2018 Q3	$224K	Buy	+8,104	New	+$227K	0.11%	126
2018 Q1	–	Sell	-8,104	Closed	-$226K	–	134
2017 Q4	$226K	Buy	+8,104	New	+$218K	0.11%	126
2017 Q3	–	Sell	-9,104	Closed	-$225K	–	133
2017 Q2	$225K	Hold	9,104	–	–	0.12%	121
2017 Q1	$216K	Buy	+9,104	New	+$218K	0.12%	128
2016 Q3	–	Sell	-10,371	Closed	-$208K	–	127
2016 Q2	$208K	Hold	10,371	–	–	0.12%	118
2016 Q1	$205K	Sell	10,371 -228	-2%	-$4.34K	0.12%	118
2015 Q4	$222K	Hold	10,599	–	–	0.14%	113
2015 Q3	$211K	Sell	10,599 -227	-2%	-$4.81K	0.14%	114
2015 Q2	$238K	Sell	10,826 -1,591	-13%	-$34.3K	0.14%	112
2015 Q1	$263K	Buy	12,417 +798	+7%	+$16.9K	0.15%	102
2014 Q4	$252K	Buy	+11,619	New	+$243K	0.14%	108

Other funds holding XLF

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Aull & Monroe Investment Management's XLF Position: Q2 2026 in Review

Aull & Monroe Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 6,709 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #98.

Aull & Monroe Investment Management first reported a position in XLF in Q4 2014 and has held it in 36 quarters since. The position peaked at $367K in Q4 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Aull & Monroe Investment Management held 6,709 shares of State Street Financial Select Sector SPDR ETF worth $360K as of Q2 2026.
Aull & Monroe Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.15% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #98 holding.
Aull & Monroe Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 36 quarters since.
Aull & Monroe Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $367K in Q4 2025.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.