Bramshill Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bramshill Investments’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	$804K	Hold	15,000	–	–	0.06%	89
2026 Q1	$741K	Sell	15,000 -20,500	-58%	-$1.07M	0.06%	87
2025 Q4	$1.94M	Sell	35,500 -20,000	-36%	-$1.07M	0.11%	30
2025 Q3	$2.99M	Buy	55,500 +3,000	+6%	+$159K	0.2%	19
2025 Q2	$2.75M	Sell	52,500 -2,500	-5%	-$124K	0.29%	13
2025 Q1	$2.74M	Sell	55,000 -10,000	-15%	-$502K	0.28%	17
2024 Q4	$3.14M	Sell	65,000 -2,247	-3%	-$109K	0.49%	13
2024 Q3	$3.05M	Buy	+67,247	New	+$2.93M	0.33%	14
2024 Q1	–	Sell	-24,869	Closed	-$935K	–	216
2023 Q4	$935K	Hold	24,869	–	–	0.09%	92
2023 Q3	$825K	Hold	24,869	–	–	0.1%	66
2023 Q2	$838K	Hold	24,869	–	–	0.08%	91
2023 Q1	$800K	Hold	24,869	–	–	0.1%	98
2022 Q4	$851K	Hold	24,869	–	–	0.1%	101
2022 Q3	$755K	Sell	24,869 -4,054	-14%	-$134K	0.11%	87
2022 Q2	$910K	Buy	28,923 +14,200	+96%	+$491K	0.11%	82
2022 Q1	$564K	Hold	14,723	–	–	0.08%	102
2021 Q4	$575K	Hold	14,723	–	–	0.06%	103
2021 Q3	$553K	Hold	14,723	–	–	0.05%	107
2021 Q2	$540K	Hold	14,723	–	–	0.04%	107
2021 Q1	$501K	Buy	+14,723	New	+$473K	0.03%	160
2020 Q3	–	Sell	-14,723	Closed	-$341K	–	138
2020 Q2	$341K	Sell	14,723 -34,930	-70%	-$793K	0.05%	106
2020 Q1	$1.03M	Buy	49,653 +33,530	+208%	+$923K	0.19%	58
2019 Q4	$496K	Hold	16,123	–	–	0.1%	109
2019 Q3	$451K	Hold	16,123	–	–	0.1%	105
2019 Q2	$445K	Sell	16,123 -22,146	-58%	-$600K	0.06%	95
2019 Q1	$984K	Sell	38,269 -409	-1%	-$10.6K	0.16%	49
2018 Q4	$921K	Buy	38,678 +36,164	+1,439%	+$939K	0.15%	48
2018 Q3	$69K	Buy	2,514 +1,398	+125%	+$39.1K	0.02%	112
2018 Q2	$30K	Sell	1,116 -1,143	-51%	-$31.5K	0.01%	105
2018 Q1	$62K	Buy	+2,259	New	+$65.1K	0.02%	103

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

Bramshill Investments's XLF Position: Q2 2026 in Review

Bramshill Investments held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 15,000 shares worth $804K. The position accounts for 0.06% of the portfolio, ranked #89.

Bramshill Investments first reported a position in XLF in Q1 2018 and has held it in 30 quarters since. The position peaked at $3.14M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bramshill Investments held 15,000 shares of State Street Financial Select Sector SPDR ETF worth $804K as of Q2 2026.
Bramshill Investments left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Bramshill Investments's portfolio in Q2 2026, its #89 holding.
Bramshill Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 30 quarters since.
Bramshill Investments's State Street Financial Select Sector SPDR ETF position peaked at $3.14M in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.