Blue Chip Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Blue Chip Partners’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	$1.04M	Sell	19,309 -14,018	-42%	-$729K	0.07%	95
2026 Q1	$1.65M	Buy	33,327 +2,089	+7%	+$109K	0.12%	68
2025 Q4	$1.71M	Buy	31,238 +2,236	+8%	+$119K	0.12%	69
2025 Q3	$1.56M	Sell	29,002 -1,635	-5%	-$86.6K	0.12%	66
2025 Q2	$1.6M	Sell	30,637 -2,707	-8%	-$134K	0.13%	65
2025 Q1	$1.66M	Sell	33,344 -1,801	-5%	-$90.3K	0.14%	69
2024 Q4	$1.7M	Sell	35,145 -166	-0.5%	-$8.03K	0.15%	72
2024 Q3	$1.6M	Buy	35,311 +12	+0%	+$524	0.14%	66
2024 Q2	$1.45M	Buy	35,299 +133	+0.4%	+$5.47K	0.13%	64
2024 Q1	$1.48M	Sell	35,166 -5,105	-13%	-$202K	0.14%	62
2023 Q4	$1.51M	Buy	40,271 +3,023	+8%	+$105K	0.16%	61
2023 Q3	$1.24M	Sell	37,248 -1,576	-4%	-$54.3K	0.15%	62
2023 Q2	$1.31M	Sell	38,824 -55,917	-59%	-$1.82M	0.15%	71
2023 Q1	$3.05M	Buy	94,741 +55,906	+144%	+$1.94M	0.36%	48
2022 Q4	$1.33M	Buy	38,835 +28,963	+293%	+$980K	0.17%	66
2022 Q3	$300K	Buy	9,872 +198	+2%	+$6.54K	0.04%	97
2022 Q2	$304K	Buy	9,674 +6,838	+241%	+$236K	0.04%	107
2022 Q1	$109K	Buy	+2,836	New	+$111K	0.01%	166
2020 Q3	–	Sell	-6,842	Closed	-$158K	–	143
2020 Q2	$158K	Buy	6,842 +33	+0.5%	+$749	0.03%	111
2020 Q1	$142K	Buy	+6,809	New	+$187K	0.04%	110
2019 Q1	–	Sell	-85,571	Closed	-$2.04M	–	142
2018 Q4	$2.04M	Buy	+85,571	New	+$2.22M	0.51%	52

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

Blue Chip Partners's XLF Position: Q2 2026 in Review

Blue Chip Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q2 2026, selling an estimated $729K and leaving 19,309 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #95.

Blue Chip Partners first reported a position in XLF in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.05M in Q1 2023. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Blue Chip Partners held 19,309 shares of State Street Financial Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Blue Chip Partners sold 14,018 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $729K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Blue Chip Partners's portfolio in Q2 2026, its #95 holding.
Blue Chip Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
Blue Chip Partners's State Street Financial Select Sector SPDR ETF position peaked at $3.05M in Q1 2023.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.