BBR Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$565K Sell
10,537
-22,700
-68% -$1.18M 0.03% 162
2026
Q1
$1.64M Buy
33,237
+22,404
+207% +$1.17M 0.09% 80
2025
Q4
$593K Buy
10,833
+5,936
+121% +$316K 0.03% 149
2025
Q3
$264K Buy
4,897
+296
+6% +$15.7K 0.02% 221
2025
Q2
$241K Hold
4,601
0.02% 207
2025
Q1
$229K Hold
4,601
0.02% 206
2024
Q4
$222K Hold
4,601
0.02% 221
2024
Q3
$209K Buy
+4,601
New +$201K 0.02% 220
2024
Q2
Sell
-5,215
Closed -$220K 266
2024
Q1
$220K Buy
+5,215
New +$206K 0.02% 230

Other funds holding XLF

BBR Partners's XLF Position: Q2 2026 in Review

BBR Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 68% in Q2 2026, selling an estimated $1.18M and leaving 10,537 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #162.

BBR Partners first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2026. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • BBR Partners held 10,537 shares of State Street Financial Select Sector SPDR ETF worth $565K as of Q2 2026.
  • BBR Partners sold 22,700 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.18M.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of BBR Partners's portfolio in Q2 2026, its #162 holding.
  • BBR Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • BBR Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.64M in Q1 2026.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.