Bay Colony Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bay Colony Advisors’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	$3.13M	Buy	58,394 +462	+0.8%	+$24K	0.35%	56
2026 Q1	$2.86M	Sell	57,932 -952	-2%	-$49.6K	0.35%	58
2025 Q4	$3.23M	Buy	58,884 +2,586	+5%	+$138K	0.39%	50
2025 Q3	$3.03M	Buy	56,298 +817	+1%	+$43.3K	0.36%	54
2025 Q2	$2.91M	Sell	55,481 -1,625	-3%	-$80.4K	0.4%	52
2025 Q1	$2.81M	Buy	57,106 +3,270	+6%	+$164K	0.43%	44
2024 Q4	$2.6M	Buy	53,836 +5,188	+11%	+$251K	0.39%	54
2024 Q3	$2.2M	Buy	48,648 +1,661	+4%	+$72.5K	0.33%	63
2024 Q2	$1.93M	Sell	46,987 -330	-0.7%	-$13.6K	0.32%	67
2024 Q1	$1.99M	Sell	47,317 -2,592	-5%	-$102K	0.35%	65
2023 Q4	$1.88M	Buy	49,909 +12,524	+34%	+$434K	0.37%	64
2023 Q3	$1.24M	Sell	37,385 -47	-0.1%	-$1.62K	0.3%	81
2023 Q2	$1.26M	Buy	37,432 +1,094	+3%	+$35.7K	0.3%	81
2023 Q1	$1.16M	Buy	36,338 +1,648	+5%	+$57.3K	0.31%	83
2022 Q4	$1.19M	Sell	34,690 -5,345	-13%	-$181K	0.31%	87
2022 Q3	$1.22M	Buy	40,035 +513	+1%	+$17K	0.36%	65
2022 Q2	$1.33M	Sell	39,522 -2,350	-6%	-$81.2K	0.34%	71
2022 Q1	$1.6M	Buy	41,872 +2,983	+8%	+$117K	0.38%	67
2021 Q4	$1.52M	Buy	38,889 +8,581	+28%	+$337K	0.43%	66
2021 Q3	$1.14M	Buy	30,308 +2,879	+10%	+$108K	0.37%	81
2021 Q2	$1.01M	Buy	27,429 +2,701	+11%	+$98.8K	0.34%	89
2021 Q1	$842K	Buy	24,728 +5,081	+26%	+$163K	0.32%	91
2020 Q4	$579K	Buy	19,647 +174	+0.9%	+$4.66K	0.31%	104
2020 Q3	$469K	Sell	19,473 -3,947	-17%	-$96K	0.29%	106
2020 Q2	$542K	Sell	23,420 -2,364	-9%	-$53.7K	0.39%	80
2020 Q1	$537K	Buy	25,784 +1,468	+6%	+$40.4K	0.49%	69
2019 Q4	$750K	Sell	24,316 -2,114	-8%	-$62K	0.49%	64
2019 Q3	$740K	Sell	26,430 -175	-0.7%	-$4.83K	0.5%	65
2019 Q2	$734K	Sell	26,605 -1,930	-7%	-$52.3K	0.47%	57
2019 Q1	$732K	Sell	28,535 -1,665	-6%	-$43K	0.48%	57
2018 Q4	$719K	Sell	30,200 -636	-2%	-$16.5K	0.61%	40
2018 Q3	$850K	Buy	30,836 +1,006	+3%	+$28.1K	0.65%	42
2018 Q2	$793K	Buy	+29,830	New	+$823K	0.56%	41

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

Bay Colony Advisors's XLF Position: Q2 2026 in Review

Bay Colony Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.8% in Q2 2026, buying an estimated $24K and bringing the position to 58,394 shares worth $3.13M. The position accounts for 0.35% of the portfolio, ranked #56.

Bay Colony Advisors first reported a position in XLF in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.23M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bay Colony Advisors held 58,394 shares of State Street Financial Select Sector SPDR ETF worth $3.13M as of Q2 2026.
Bay Colony Advisors bought 462 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24K.
State Street Financial Select Sector SPDR ETF made up 0.35% of Bay Colony Advisors's portfolio in Q2 2026, its #56 holding.
Bay Colony Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
Bay Colony Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.23M 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 Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.