Bellevue Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bellevue Asset Management’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	$53.6K	Hold	1,000	–	–	0.02%	162
2026 Q1	$49.4K	Hold	1,000	–	–	0.02%	162
2025 Q4	$54.8K	Hold	1,000	–	–	0.02%	150
2025 Q3	$53.9K	Hold	1,000	–	–	0.02%	151
2025 Q2	$52.4K	Hold	1,000	–	–	0.03%	155
2025 Q1	$49.8K	Hold	1,000	–	–	0.03%	155
2024 Q4	$48.3K	Hold	1,000	–	–	0.02%	162
2024 Q3	$45.3K	Hold	1,000	–	–	0.02%	170
2024 Q2	$41.1K	Hold	1,000	–	–	0.02%	167
2024 Q1	$42.1K	Hold	1,000	–	–	0.02%	168
2023 Q4	$37.6K	Hold	1,000	–	–	0.03%	169
2023 Q3	$33.2K	Hold	1,000	–	–	0.02%	177
2023 Q2	$33.7K	Hold	1,000	–	–	0.02%	180
2023 Q1	$32.1K	Hold	1,000	–	–	0.02%	184
2022 Q4	$34K	Hold	1,000	–	–	0.03%	181
2022 Q3	$31K	Hold	1,000	–	–	0.02%	193
2022 Q2	$32K	Hold	1,000	–	–	0.02%	197
2022 Q1	$39K	Hold	1,000	–	–	0.02%	195
2021 Q4	$39K	Hold	1,000	–	–	0.02%	205
2021 Q3	$38K	Hold	1,000	–	–	0.02%	203
2021 Q2	$37K	Hold	1,000	–	–	0.02%	210
2021 Q1	$34K	Hold	1,000	–	–	0.02%	225
2020 Q4	$30K	Hold	1,000	–	–	0.02%	233
2020 Q3	$24K	Hold	1,000	–	–	0.02%	244
2020 Q2	$23K	Hold	1,000	–	–	0.02%	253
2020 Q1	$22K	Hold	1,000	–	–	0.02%	257
2019 Q4	$31K	Buy	+1,000	New	+$29.4K	0.02%	209

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 22.9% 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

Bellevue Asset Management's XLF Position: Q2 2026 in Review

Bellevue Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,000 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #162.

Bellevue Asset Management first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $54.8K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bellevue Asset Management held 1,000 shares of State Street Financial Select Sector SPDR ETF worth $53.6K as of Q2 2026.
Bellevue Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #162 holding.
Bellevue Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $54.8K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.