Biltmore Family Office’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Biltmore Family Office’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	$606K	Sell	11,308 -2,373	-17%	-$123K	0.08%	151
2026 Q1	$675K	Buy	13,681 +1,063	+8%	+$55.4K	0.09%	138
2025 Q4	$691K	Buy	12,618 +1,393	+12%	+$74.2K	0.1%	127
2025 Q3	$605K	Hold	11,225	–	–	0.09%	128
2025 Q2	$588K	Hold	11,225	–	–	0.1%	116
2025 Q1	$559K	Hold	11,225	–	–	0.1%	125
2024 Q4	$543K	Hold	11,225	–	–	0.09%	120
2024 Q3	$509K	Hold	11,225	–	–	0.09%	129
2024 Q2	$461K	Buy	11,225 +52	+0.5%	+$2.14K	0.08%	118
2024 Q1	$471K	Hold	11,173	–	–	0.09%	115
2023 Q4	$420K	Hold	11,173	–	–	0.09%	128
2023 Q3	$371K	Sell	11,173 -100	-0.9%	-$3.45K	0.08%	134
2023 Q2	$380K	Sell	11,273 -150	-1%	-$4.9K	0.08%	135
2023 Q1	$367K	Hold	11,423	–	–	0.08%	165
2022 Q4	$391K	Hold	11,423	–	–	0.08%	155
2022 Q3	$347K	Hold	11,423	–	–	0.08%	129
2022 Q2	$359K	Hold	11,423	–	–	0.09%	128
2022 Q1	$438K	Hold	11,423	–	–	0.09%	123
2021 Q4	$446K	Hold	11,423	–	–	0.08%	134
2021 Q3	$429K	Sell	11,423 -5,320	-32%	-$199K	0.1%	116
2021 Q2	$614K	Hold	16,743	–	–	0.17%	88
2021 Q1	$570K	Sell	16,743 -5,368	-24%	-$172K	0.18%	84
2020 Q4	$652K	Sell	22,111 -5,200	-19%	-$139K	0.2%	74
2020 Q3	$657K	Buy	27,311 +100	+0.4%	+$2.43K	0.37%	63
2020 Q2	$630K	Sell	27,211 -750	-3%	-$17K	0.38%	67
2020 Q1	$582K	Buy	27,961 +1,850	+7%	+$50.9K	0.38%	69
2019 Q4	$804K	Buy	26,111 +15,496	+146%	+$455K	0.32%	74
2019 Q3	$297K	Hold	10,615	–	–	0.13%	129
2019 Q2	$293K	Hold	10,615	–	–	0.16%	111
2019 Q1	$273K	Hold	10,615	–	–	0.14%	128
2018 Q4	$253K	Buy	10,615 +1,415	+15%	+$36.8K	0.14%	124
2018 Q3	$254K	Hold	9,200	–	–	0.12%	134
2018 Q2	$245K	Hold	9,200	–	–	0.12%	126
2018 Q1	$254K	Hold	9,200	–	–	0.11%	145
2017 Q4	$257K	Buy	+9,200	New	+$248K	0.12%	138

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 22.96% 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

Biltmore Family Office's XLF Position: Q2 2026 in Review

Biltmore Family Office reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $123K and leaving 11,308 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #151.

Biltmore Family Office first reported a position in XLF in Q4 2017 and has held it in 35 quarters since. The position peaked at $804K in Q4 2019. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Biltmore Family Office held 11,308 shares of State Street Financial Select Sector SPDR ETF worth $606K as of Q2 2026.
Biltmore Family Office sold 2,373 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $123K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Biltmore Family Office's portfolio in Q2 2026, its #151 holding.
Biltmore Family Office first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Biltmore Family Office's State Street Financial Select Sector SPDR ETF position peaked at $804K in Q4 2019.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.