Bleakley Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bleakley Financial Group’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	$2.41M	Sell	45,002 -1,945	-4%	-$101K	0.03%	425
2026 Q1	$2.32M	Buy	46,947 +8,488	+22%	+$442K	0.04%	363
2025 Q4	$2.11M	Buy	38,459 +764	+2%	+$40.7K	0.04%	344
2025 Q3	$2.03M	Buy	37,695 +3,433	+10%	+$182K	0.05%	288
2025 Q2	$1.79M	Buy	34,262 +473	+1%	+$23.4K	0.05%	291
2025 Q1	$1.68M	Buy	33,789 +579	+2%	+$29K	0.05%	264
2024 Q4	$1.61M	Sell	33,210 -871	-3%	-$42.1K	0.05%	300
2024 Q3	$1.54M	Sell	34,081 -45	-0.1%	-$1.96K	0.05%	303
2024 Q2	$1.4M	Buy	34,126 +322	+1%	+$13.3K	0.04%	341
2024 Q1	$1.42M	Sell	33,804 -1,405	-4%	-$55.5K	0.04%	354
2023 Q4	$1.32M	Sell	35,209 -867	-2%	-$30K	0.04%	346
2023 Q3	$1.2M	Sell	36,076 -2,686	-7%	-$92.6K	0.04%	351
2023 Q2	$1.31M	Sell	38,762 -2,558	-6%	-$83.5K	0.04%	348
2023 Q1	$1.33M	Buy	41,320 +2,022	+5%	+$70.3K	0.04%	334
2022 Q4	$1.34M	Buy	+39,298	New	+$1.33M	0.05%	328

Other funds holding XLF

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Bleakley Financial Group's XLF Position: Q2 2026 in Review

Bleakley Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q2 2026, selling an estimated $101K and leaving 45,002 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #425.

Bleakley Financial Group first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bleakley Financial Group held 45,002 shares of State Street Financial Select Sector SPDR ETF worth $2.41M as of Q2 2026.
Bleakley Financial Group sold 1,945 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #425 holding.
Bleakley Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.