Brick & Kyle Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Brick & Kyle Associates’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	$1.96M	Hold	39,634	–	–	0.65%	38
2026 Q1	$1.96M	Sell	39,634 -7,955	-17%	-$415K	0.65%	38
2025 Q4	$2.61M	Buy	47,589 +52	+0.1%	+$2.77K	0.92%	36
2025 Q3	$2.56M	Buy	47,537 +49	+0.1%	+$2.6K	0.95%	34
2025 Q2	$2.52M	Sell	47,488 -1,741	-4%	-$86.2K	1.12%	31
2025 Q1	$2.43M	Buy	49,229 +5,862	+14%	+$294K	1.11%	33
2024 Q4	$2.1M	Sell	43,367 -387,642	-90%	-$18.7M	0.89%	36
2024 Q3	$1.95M	Buy	431,009 +387,060	+881%	+$16.9M	0.84%	35
2024 Q2	$1.81M	Buy	43,949 +8,932	+26%	+$368K	0.75%	38
2024 Q1	$1.46M	Sell	35,017 -170	-0.5%	-$6.71K	0.65%	38
2023 Q4	$1.32M	Buy	35,187 +10	+0%	+$346	0.66%	39
2023 Q3	$1.17M	Sell	35,177 -295	-0.8%	-$10.2K	0.62%	41
2023 Q2	$1.2M	Buy	35,472 +55	+0.2%	+$1.79K	0.64%	43
2023 Q1	$1.14M	Buy	35,417 +59	+0.2%	+$2.05K	0.65%	43
2022 Q4	$1.21M	Buy	35,358 +74	+0.2%	+$2.5K	0.7%	43
2022 Q3	$1.07M	Buy	35,284 +57	+0.2%	+$1.88K	0.65%	45
2022 Q2	$1.1M	Buy	35,227 +766	+2%	+$26.5K	0.62%	45
2022 Q1	$1.32M	Sell	34,461 -34,901	-50%	-$1.36M	0.64%	42
2021 Q4	$2.71M	Buy	69,362 +38,116	+122%	+$1.5M	0.63%	43
2021 Q3	$1.18M	Buy	31,246 +388	+1%	+$14.5K	0.6%	45
2021 Q2	$1.13M	Buy	30,858 +402	+1%	+$14.7K	0.59%	44
2021 Q1	$1.04M	Buy	30,456 +130	+0.4%	+$4.18K	0.58%	44
2020 Q4	$890K	Sell	30,326 -1,168	-4%	-$31.2K	0.56%	41
2020 Q3	$750K	Sell	31,494 -1,698	-5%	-$41.3K	0.52%	39
2020 Q2	$763K	Buy	33,192 +1,786	+6%	+$40.6K	0.57%	40
2020 Q1	$649K	Sell	31,406 -1,020	-3%	-$28.1K	0.61%	40
2019 Q4	$1.01M	Sell	32,426 -1,063	-3%	-$31.2K	0.77%	34
2019 Q3	$964K	Sell	33,489 -211	-0.6%	-$5.83K	0.8%	34
2019 Q2	$942K	Sell	33,700 -2,663	-7%	-$72.1K	0.89%	29
2019 Q1	$935K	Buy	36,363 +1,290	+4%	+$33.3K	0.96%	29
2018 Q4	$835K	Buy	+35,073	New	+$911K	0.8%	36
2018 Q2	$954K	Buy	35,874 +9,085	+34%	+$251K	0.75%	42
2018 Q1	$739K	Buy	26,789 +5,449	+26%	+$157K	0.6%	49
2017 Q4	$596K	Buy	21,340 +1,209	+6%	+$32.5K	0.48%	53
2017 Q3	$521K	Buy	20,131 +2,630	+15%	+$65.6K	0.42%	58
2017 Q2	$432K	Buy	17,501 +2,978	+21%	+$70.7K	0.37%	64
2017 Q1	$345K	Buy	14,523 +3,301	+29%	+$79.1K	0.27%	75
2016 Q4	$261K	Buy	11,222 +4,249	+61%	+$91.2K	0.21%	80
2016 Q3	$135K	Sell	6,973 -196	-3%	-$4.04K	0.11%	109
2016 Q2	$144K	Buy	7,169 +770	+12%	+$15.6K	0.12%	104
2016 Q1	$126K	Buy	6,399 +5,829	+1,023%	+$111K	0.11%	107
2015 Q4	$12K	Hold	570	–	–	0.01%	323
2015 Q3	$11K	Hold	570	–	–	0.01%	337
2015 Q2	$12K	Hold	570	–	–	0.01%	356
2015 Q1	$12K	Buy	+570	New	+$12.1K	0.01%	354

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Brick & Kyle Associates's XLF Position: Q2 2026 in Review

Brick & Kyle Associates held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 39,634 shares worth $1.96M. The position accounts for 0.65% of the portfolio, ranked #38.

Brick & Kyle Associates first reported a position in XLF in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.71M in Q4 2021. 1,653 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Brick & Kyle Associates held 39,634 shares of State Street Financial Select Sector SPDR ETF worth $1.96M as of Q2 2026.
Brick & Kyle Associates left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.65% of Brick & Kyle Associates's portfolio in Q2 2026, its #38 holding.
Brick & Kyle Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
Brick & Kyle Associates's State Street Financial Select Sector SPDR ETF position peaked at $2.71M in Q4 2021.
1,653 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.