Black Diamond Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Black Diamond Financial’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	$355K	Sell	6,621 -495	-7%	-$25.7K	0.03%	142
2026 Q1	$351K	Sell	7,116 -391	-5%	-$20.4K	0.04%	126
2025 Q4	$411K	Buy	7,507 +319	+4%	+$17K	0.04%	113
2025 Q3	$387K	Buy	7,188 +455	+7%	+$24.1K	0.04%	113
2025 Q2	$353K	Sell	6,733 -270	-4%	-$13.4K	0.05%	102
2025 Q1	$349K	Buy	7,003 +772	+12%	+$38.7K	0.05%	107
2024 Q4	$301K	Sell	6,231 -697	-10%	-$33.7K	0.05%	113
2024 Q3	$314K	Hold	6,928	–	–	0.05%	107
2024 Q2	$285K	Hold	6,928	–	–	0.06%	109
2024 Q1	$260K	Hold	6,928	–	–	0.07%	91
2023 Q4	$260K	Sell	6,928 -1,074	-13%	-$37.2K	0.07%	91
2023 Q3	$265K	Buy	+8,002	New	+$276K	0.08%	88
2022 Q2	–	Sell	-5,290	Closed	-$203K	–	132
2022 Q1	$203K	Buy	+5,290	New	+$207K	0.06%	120

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

Black Diamond Financial's XLF Position: Q2 2026 in Review

Black Diamond Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7% in Q2 2026, selling an estimated $25.7K and leaving 6,621 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #142.

Black Diamond Financial first reported a position in XLF in Q1 2022 and has held it in 13 quarters since. The position peaked at $411K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Black Diamond Financial held 6,621 shares of State Street Financial Select Sector SPDR ETF worth $355K as of Q2 2026.
Black Diamond Financial sold 495 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $25.7K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #142 holding.
Black Diamond Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Black Diamond Financial's State Street Financial Select Sector SPDR ETF position peaked at $411K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.