Bank of Jackson Hole Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-4,000	Closed	-$197K	–	487
2026 Q1	$197K	Sell	4,000 -500	-11%	-$26.1K	0.1%	145
2025 Q4	$246K	Buy	4,500 +500	+13%	+$26.6K	0.12%	126
2025 Q3	$215K	Hold	4,000	–	–	0.11%	131
2025 Q2	$209K	Hold	4,000	–	–	0.12%	127
2025 Q1	$209K	Sell	4,000 -464	-10%	-$23.3K	0.13%	123
2024 Q4	$216K	Buy	+4,464	New	+$216K	0.14%	115

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

Bank of Jackson Hole Trust's XLF Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,000 shares — an estimated $197K sold.

Bank of Jackson Hole Trust first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $246K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 4,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $197K.
Bank of Jackson Hole Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's State Street Financial Select Sector SPDR ETF position peaked at $246K 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 Bank of Jackson Hole Trust's 13F filing for Q2 2026.