Berkshire Money Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Berkshire Money 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 Q1	–	Sell	-3,882	Closed	-$213K	–	134
2025 Q4	$213K	Buy	+3,882	New	+$207K	0.02%	121
2025 Q3	–	Sell	-1,874	Closed	-$98.1K	–	154
2025 Q2	$98.1K	Buy	+1,874	New	+$92.8K	0.01%	116
2022 Q2	–	Sell	-99,619	Closed	-$3.82M	–	50
2022 Q1	$3.82M	Buy	+99,619	New	+$3.89M	0.55%	18
2020 Q2	–	Sell	-274	Closed	-$6K	–	85
2020 Q1	$6K	Buy	+274	New	+$7.54K	﹤0.01%	71
2018 Q3	–	Sell	-97,342	Closed	-$2.6M	–	27
2018 Q2	$2.6M	Sell	97,342 -9,783	-9%	-$270K	0.61%	13
2018 Q1	$2.95M	Buy	107,125 +26,039	+32%	+$750K	0.74%	15
2017 Q4	$2.26M	Buy	81,086 +2,934	+4%	+$78.9K	0.57%	15
2017 Q3	$2.08M	Sell	78,152 -677	-0.9%	-$16.9K	0.54%	15
2017 Q2	$1.95M	Sell	78,829 -98	-0.1%	-$2.33K	0.55%	15
2017 Q1	$1.87M	Sell	78,927 -663	-0.8%	-$15.9K	0.56%	14
2016 Q4	$1.85M	Buy	+79,590	New	+$1.71M	0.55%	15
2016 Q1	–	Sell	-407,927	Closed	-$8.53M	–	28
2015 Q4	$8.53M	Sell	407,927 -2,002	-0.5%	-$42.2K	2.6%	10
2015 Q3	$8.9M	Buy	409,929 +7,003	+2%	+$148K	2.73%	11
2015 Q2	$8.62M	Sell	402,926 -2,120	-0.5%	-$45.8K	2.54%	11
2015 Q1	$8.57M	Sell	405,046 -12,432	-3%	-$263K	2.52%	11
2014 Q4	$9.06M	Buy	417,478 +20,924	+5%	+$438K	2.71%	11
2014 Q3	$8.07M	Buy	396,554 +11,946	+3%	+$241K	3.4%	11
2014 Q2	$7.68M	Sell	384,608 -3,253	-0.8%	-$63.4K	5.36%	6
2014 Q1	$7.61M	Buy	387,861 +11,884	+3%	+$227K	3.48%	9
2013 Q4	$7.21M	Sell	375,977 -135,656	-27%	-$2.5M	2.64%	11
2013 Q3	$8.94M	Buy	511,633 +61,132	+14%	+$1.08M	3.89%	8
2013 Q2	$7.69M	Buy	+450,501	New	+$7.55M	3.64%	8

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berkshire Money Management's XLF Position: Q1 2026 in Review

Berkshire Money Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,882 shares — an estimated $213K sold.

Berkshire Money Management first reported a position in XLF in Q2 2013 and held it in 22 quarters. The position peaked at $9.06M in Q4 2014. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Berkshire Money Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 3,882 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $213K.
Berkshire Money Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 22 quarters.
Berkshire Money Management's State Street Financial Select Sector SPDR ETF position peaked at $9.06M in Q4 2014.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.