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

Autumn Glory 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	$1.12M	Sell	20,970 -5,491	-21%	-$285K	0.32%	80
2026 Q1	$1.31M	Sell	26,461 -410	-2%	-$21.4K	0.48%	55
2025 Q4	$1.47M	Buy	26,871 +5,491	+26%	+$293K	0.52%	53
2025 Q3	$1.15M	Sell	21,380 -1,000	-4%	-$53K	0.47%	62
2025 Q2	$1.17M	Buy	22,380 +1,000	+5%	+$49.5K	0.55%	50
2025 Q1	$1.06M	Buy	21,380 +14,682	+219%	+$736K	0.53%	57
2024 Q4	$324K	Buy	6,698 +526	+9%	+$25.4K	0.16%	130
2024 Q3	$280K	Hold	6,172	–	–	0.11%	175
2024 Q2	$254K	Buy	6,172 +389	+7%	+$16K	0.13%	145
2024 Q1	$244K	Hold	5,783	–	–	0.12%	149
2023 Q4	$216K	Buy	+5,783	New	+$200K	0.12%	153
2023 Q2	–	Sell	-8,886	Closed	-$286K	–	178
2023 Q1	$286K	Buy	+8,886	New	+$309K	0.24%	94
2022 Q2	–	Sell	-5,368	Closed	-$206K	–	173
2022 Q1	$206K	Hold	5,368	–	–	0.12%	141
2021 Q4	$210K	Buy	+5,368	New	+$211K	0.09%	201

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Autumn Glory Partners's XLF Position: Q2 2026 in Review

Autumn Glory Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, selling an estimated $285K and leaving 20,970 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #80.

Autumn Glory Partners first reported a position in XLF in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Autumn Glory Partners held 20,970 shares of State Street Financial Select Sector SPDR ETF worth $1.12M as of Q2 2026.
Autumn Glory Partners sold 5,491 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $285K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Autumn Glory Partners's portfolio in Q2 2026, its #80 holding.
Autumn Glory Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Autumn Glory Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.47M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.