Blue Trust Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Blue Trust Inc’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	$849K	Buy	15,836 +514	+3%	+$26.7K	0.01%	330
2026 Q1	$756K	Buy	15,322 +123	+0.8%	+$6.41K	0.01%	350
2025 Q4	$832K	Sell	15,199 -4,631	-23%	-$247K	0.01%	325
2025 Q3	$1.07M	Buy	19,830 +183	+0.9%	+$9.7K	0.01%	275
2025 Q2	$1.03M	Buy	19,647 +3,395	+21%	+$168K	0.01%	264
2025 Q1	$810K	Buy	16,252 +6,998	+76%	+$351K	0.01%	285
2024 Q4	$447K	Sell	9,254 -1,982	-18%	-$95.8K	0.01%	401
2024 Q3	$462K	Buy	11,236 +4,253	+61%	+$186K	0.01%	498
2024 Q2	$294K	Hold	6,983	–	–	﹤0.01%	566
2024 Q1	$294K	Sell	6,983 -258	-4%	-$10.2K	﹤0.01%	399
2023 Q4	$240K	Buy	7,241 +6,384	+745%	+$221K	﹤0.01%	395
2023 Q3	$29K	Buy	857 +28	+3%	+$965	﹤0.01%	1055
2023 Q2	$27K	Hold	829	–	–	﹤0.01%	934
2023 Q1	$29K	Sell	829 -713	-46%	-$24.8K	﹤0.01%	1246
2022 Q4	$47K	Hold	1,542	–	–	﹤0.01%	950
2022 Q3	$48K	Sell	1,542 -474	-24%	-$15.7K	﹤0.01%	767
2022 Q2	$77K	Buy	+2,016	New	+$69.7K	﹤0.01%	574

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 Trust Inc's XLF Position: Q2 2026 in Review

Blue Trust Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.4% in Q2 2026, buying an estimated $26.7K and bringing the position to 15,836 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #330.

Blue Trust Inc first reported a position in XLF in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Blue Trust Inc held 15,836 shares of State Street Financial Select Sector SPDR ETF worth $849K as of Q2 2026.
Blue Trust Inc bought 514 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $26.7K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #330 holding.
Blue Trust Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's State Street Financial Select Sector SPDR ETF position peaked at $1.07M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.