Bank of Marin’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bank of Marin’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	$1.76M	Hold	32,812	–	–	1.23%	21
2026 Q1	$1.62M	Buy	32,812 +826	+3%	+$43K	1.18%	21
2025 Q4	$1.75M	Sell	31,986 -604	-2%	-$32.2K	1.21%	19
2025 Q3	$1.76M	Sell	32,590 -2,940	-8%	-$156K	1.24%	18
2025 Q2	$1.86M	Buy	+35,530	New	+$1.76M	1.4%	16
2025 Q1	–	Sell	-38,722	Closed	-$1.87M	–	128
2024 Q4	$1.87M	Buy	38,722 +836	+2%	+$40.4K	1.48%	15
2024 Q3	$1.72M	Buy	37,886 +1,848	+5%	+$80.6K	1.38%	19
2024 Q2	$1.48M	Sell	36,038 -1,000	-3%	-$41.2K	1.27%	21
2024 Q1	$1.56M	Buy	37,038 +156	+0.4%	+$6.16K	1.37%	19
2023 Q4	$1.39M	Buy	36,882 +664	+2%	+$23K	1.24%	20
2023 Q3	$1.2M	Buy	36,218 +5,648	+18%	+$195K	1.17%	23
2023 Q2	$1.03M	Buy	30,570 +2,739	+10%	+$89.4K	0.96%	33
2023 Q1	$895K	Buy	27,831 +1,211	+5%	+$42.1K	0.85%	33
2022 Q4	$910K	Sell	26,620 -2,024	-7%	-$68.5K	0.85%	37
2022 Q3	$870K	Sell	28,644 -7,396	-21%	-$244K	0.86%	38
2022 Q2	$1.13M	Hold	36,040	–	–	1%	29
2022 Q1	$1.38M	Buy	36,040 +2,200	+7%	+$86K	1.01%	30
2021 Q4	$1.32M	Sell	33,840 -8	-0%	-$314	0.88%	38
2021 Q3	$1.27M	Buy	33,848 +4,126	+14%	+$154K	0.93%	34
2021 Q2	$1.09M	Buy	29,722 +3,642	+14%	+$133K	0.8%	44
2021 Q1	$888K	Buy	26,080 +276	+1%	+$8.87K	0.7%	47
2020 Q4	$761K	Buy	25,804 +320	+1%	+$8.56K	0.64%	54
2020 Q3	$614K	Sell	25,484 -25,397	-50%	-$618K	0.63%	55
2020 Q2	$1.18M	Buy	50,881 +14,051	+38%	+$319K	1.34%	22
2020 Q1	$767K	Sell	36,830 -736	-2%	-$20.3K	1.05%	29
2019 Q4	$1.16M	Buy	+37,566	New	+$1.1M	1.17%	26

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 Marin's XLF Position: Q2 2026 in Review

Bank of Marin held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 32,812 shares worth $1.76M. The position accounts for 1.23% of the portfolio, ranked #21.

Bank of Marin first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.87M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bank of Marin held 32,812 shares of State Street Financial Select Sector SPDR ETF worth $1.76M as of Q2 2026.
Bank of Marin left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 1.23% of Bank of Marin's portfolio in Q2 2026, its #21 holding.
Bank of Marin first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Bank of Marin's State Street Financial Select Sector SPDR ETF position peaked at $1.87M in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.