BEI
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Benjamin Edwards Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Benjamin Edwards Inc’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 		$9.88M Buy
184,275
+84,137
+84% +$4.37M 0.09% 227
2026
Q1 		$4.94M Sell
100,138
-78,129
-44% -$4.07M 0.05% 335
2025
Q4 		$9.76M Buy
178,267
+4,471
+3% +$238K 0.11% 193
2025
Q3 		$9.36M Sell
173,796
-4,365
-2% -$231K 0.11% 196
2025
Q2 		$9.33M Sell
178,161
-25,026
-12% -$1.24M 0.12% 179
2025
Q1 		$10.1M Buy
203,187
+43,082
+27% +$2.16M 0.14% 161
2024
Q4 		$7.74M Buy
160,105
+11,522
+8% +$557K 0.11% 195
2024
Q3 		$6.73M Buy
+148,583
New +$6.48M 0.1% 218
2023
Q2 		– Sell
-79
Closed -$3K – 728
2023
Q1 		$3K Sell
79
-739
-90% -$25.7K ﹤0.01% 656
2022
Q4 		$28K Buy
818
+436
+114% +$14.7K 0.01% 469
2022
Q3 		$12K Sell
382
-4,024
-91% -$133K ﹤0.01% 550
2022
Q2 		$139K Sell
4,406
-8,149
-65% -$282K 0.04% 295
2022
Q1 		$481K Sell
12,555
-297
-2% -$11.6K 0.14% 171
2021
Q4 		$502K Sell
12,852
-869
-6% -$34.2K 0.16% 148
2021
Q3 		$515K Buy
13,721
+2,119
+18% +$79.3K 0.31% 108
2021
Q2 		$426K Sell
11,602
-2,612
-18% -$95.5K 0.29% 114
2021
Q1 		$484K Buy
14,214
+9,709
+216% +$312K 0.37% 94
2020
Q4 		$133K Buy
+4,505
New +$121K 0.1% 173

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benjamin Edwards Inc's XLF Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 84% in Q2 2026, buying an estimated $4.37M and bringing the position to 184,275 shares worth $9.88M. The position accounts for 0.09% of the portfolio, ranked #227.

Benjamin Edwards Inc first reported a position in XLF in Q4 2020 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Benjamin Edwards Inc held 184,275 shares of State Street Financial Select Sector SPDR ETF worth $9.88M as of Q2 2026.
  • Benjamin Edwards Inc bought 84,137 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.37M.
  • State Street Financial Select Sector SPDR ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #227 holding.
  • Benjamin Edwards Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's State Street Financial Select Sector SPDR ETF position peaked at $10.1M in Q1 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.