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

Bell Bank’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 		$916K Hold
17,088
– – 0.03% 106
2026
Q1 		$844K Sell
17,088
-200
-1% -$10.4K 0.04% 101
2025
Q4 		$947K Sell
17,288
-930
-5% -$49.6K 0.04% 101
2025
Q3 		$981K Sell
18,218
-3,594
-16% -$190K 0.04% 107
2025
Q2 		$1.14M Sell
21,812
-535
-2% -$26.5K 0.05% 97
2025
Q1 		$1.11M Hold
22,347
– – 0.06% 88
2024
Q4 		$1.08M Hold
22,347
– – 0.08% 96
2024
Q3 		$1.01M Sell
22,347
-2,157
-9% -$94.1K 0.12% 92
2024
Q2 		$1.01M Sell
24,504
-7,659
-24% -$315K 0.08% 92
2024
Q1 		$1.35M Sell
32,163
-424,959
-93% -$16.8M 0.12% 82
2023
Q4 		$17.2M Sell
457,122
-2,373
-0.5% -$82.2K 1.66% 7
2023
Q3 		$15.2M Sell
459,495
-6,605
-1% -$228K 1.67% 6
2023
Q2 		$15.7M Buy
466,100
+8,216
+2% +$268K 1.67% 6
2023
Q1 		$14.7M Sell
457,884
-226,764
-33% -$7.88M 1.56% 7
2022
Q4 		$23.4M Sell
684,648
-18,661
-3% -$631K 2.72% 7
2022
Q3 		$21.4M Sell
703,309
-669,319
-49% -$22.1M 2.73% 7
2022
Q2 		$43.2M Buy
1,372,628
+66,862
+5% +$2.31M 5.17% 3
2022
Q1 		$50M Sell
1,305,766
-28,119
-2% -$1.1M 5.58% 3
2021
Q4 		$52.1M Sell
1,333,885
-24,818
-2% -$976K 5.94% 3
2021
Q3 		$51M Buy
1,358,703
+51,749
+4% +$1.94M 6.36% 3
2021
Q2 		$48M Sell
1,306,954
-24,017
-2% -$879K 6.33% 3
2021
Q1 		$45.3M Buy
1,330,971
+462,790
+53% +$14.9M 6.52% 3
2020
Q4 		$25.6M Sell
868,181
-32,760
-4% -$876K 3.95% 7
2020
Q3 		$21.7M Buy
900,941
+51,627
+6% +$1.26M 3.81% 8
2020
Q2 		$19.7M Sell
849,314
-734,014
-46% -$16.7M 3.65% 9
2020
Q1 		$33M Buy
1,583,328
+150,154
+10% +$4.13M 7.16% 4
2019
Q4 		$44.1M Sell
1,433,174
-66,261
-4% -$1.94M 7.98% 4
2019
Q3 		$42M Buy
+1,499,435
New +$41.4M 7.96% 4

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Bell Bank's XLF Position: Q2 2026 in Review

Bell Bank held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 17,088 shares worth $916K. The position accounts for 0.03% of the portfolio, ranked #106.

Bell Bank first reported a position in XLF in Q3 2019 and has held it in 28 quarters since. The position peaked at $52.1M in Q4 2021. 349 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Bell Bank held 17,088 shares of State Street Financial Select Sector SPDR ETF worth $916K as of Q2 2026.
  • Bell Bank left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Bell Bank's portfolio in Q2 2026, its #106 holding.
  • Bell Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
  • Bell Bank's State Street Financial Select Sector SPDR ETF position peaked at $52.1M in Q4 2021.
  • 349 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.