Axiom Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Axiom 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	$2.63M	Buy	49,078 +31,783	+184%	+$1.65M	1.76%	12
2026 Q1	$854K	Buy	+17,295	New	+$901K	0.65%	43
2022 Q4	–	Sell	-1,231	Closed	-$37K	–	436
2022 Q3	$37K	Buy	+1,231	New	+$40.7K	0.07%	188
2021 Q4	–	Sell	-17,050	Closed	-$644K	–	156
2021 Q3	$644K	Buy	17,050 +450	+3%	+$16.8K	0.65%	40
2021 Q2	$609K	Buy	16,600 +15,900	+2,271%	+$582K	0.47%	55
2021 Q1	$24K	Buy	+700	New	+$22.5K	0.02%	171
2019 Q4	–	Sell	-700	Closed	-$20K	–	221
2019 Q3	$20K	Sell	700 -1,450	-67%	-$40K	0.02%	197
2019 Q2	$58K	Sell	2,150 -1,000	-32%	-$27.1K	0.01%	409
2019 Q1	$82K	Sell	3,150 -7,500	-70%	-$194K	0.02%	386
2018 Q4	$254K	Buy	+10,650	New	+$277K	0.05%	291

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 22.9% 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

Axiom Investment Management's XLF Position: Q2 2026 in Review

Axiom Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 184% in Q2 2026, buying an estimated $1.65M and bringing the position to 49,078 shares worth $2.63M. The position accounts for 1.76% of the portfolio, ranked #12.

Axiom Investment Management first reported a position in XLF in Q4 2018 and has held it in 10 quarters since. 1,903 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Axiom Investment Management held 49,078 shares of State Street Financial Select Sector SPDR ETF worth $2.63M as of Q2 2026.
Axiom Investment Management bought 31,783 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.65M.
State Street Financial Select Sector SPDR ETF made up 1.76% of Axiom Investment Management's portfolio in Q2 2026, its #12 holding.
Axiom Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
1,903 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.