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

Bank of Stockton’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
-4,405
Closed -$217K – 135
2026
Q1 		$217K Sell
4,405
-15,796
-78% -$823K 0.07% 130
2025
Q4 		$1.11M Sell
20,201
-9,664
-32% -$515K 0.32% 51
2025
Q3 		$1.61M Sell
29,865
-25,150
-46% -$1.33M 0.46% 38
2025
Q2 		$2.88M Buy
55,015
+7,373
+15% +$365K 0.86% 25
2025
Q1 		$2.37M Buy
47,642
+41,276
+648% +$2.07M 0.76% 28
2024
Q4 		$308K Buy
+6,366
New +$308K 0.09% 115

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Bank of Stockton's XLF Position: Q2 2026 in Review

Bank of Stockton sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,405 shares — an estimated $217K sold.

Bank of Stockton first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $2.88M in Q2 2025. 1,108 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Bank of Stockton reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Stockton sold 4,405 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $217K.
  • Bank of Stockton first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Stockton's State Street Financial Select Sector SPDR ETF position peaked at $2.88M in Q2 2025.
  • 1,108 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.