Butensky & Cohen Financial Security’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Butensky & Cohen Financial Security’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	$3.44M	Buy	64,098 +2,552	+4%	+$133K	0.85%	60
2026 Q1	$3.04M	Buy	61,546 +1,757	+3%	+$91.6K	0.8%	64
2025 Q4	$3.27M	Buy	59,789 +1,119	+2%	+$59.6K	0.89%	57
2025 Q3	$3.16M	Buy	58,670 +625	+1%	+$33.1K	0.88%	60
2025 Q2	$3.04M	Buy	58,045 +1,764	+3%	+$87.3K	0.9%	60
2025 Q1	$2.8M	Sell	56,281 -540	-1%	-$27.1K	0.86%	62
2024 Q4	$2.75M	Sell	56,821 -2,190	-4%	-$106K	0.86%	58
2024 Q3	$2.67M	Sell	59,011 -1,433	-2%	-$62.5K	0.79%	64
2024 Q2	$2.48M	Sell	60,444 -326	-0.5%	-$13.4K	0.79%	63
2024 Q1	$2.56M	Sell	60,770 -2,527	-4%	-$99.8K	0.8%	62
2023 Q4	$2.38M	Sell	63,297 -531	-0.8%	-$18.4K	0.79%	64
2023 Q3	$2.12M	Sell	63,828 -238	-0.4%	-$8.2K	0.77%	63
2023 Q2	$2.16M	Buy	64,066 +2,565	+4%	+$83.7K	0.78%	65
2023 Q1	$1.98M	Sell	61,501 -1,525	-2%	-$53K	0.71%	65
2022 Q4	$2.16M	Sell	63,026 -638	-1%	-$21.6K	0.8%	63
2022 Q3	$1.93M	Buy	63,664 +608	+1%	+$20.1K	0.8%	62
2022 Q2	$1.98M	Buy	63,056 +2,748	+5%	+$95K	0.81%	63
2022 Q1	$2.31M	Buy	60,308 +927	+2%	+$36.2K	0.81%	68
2021 Q4	$2.32M	Buy	59,381 +2,107	+4%	+$82.8K	0.83%	64
2021 Q3	$2.15M	Buy	57,274 +446	+0.8%	+$16.7K	0.85%	63
2021 Q2	$2.08M	Sell	56,828 -739	-1%	-$27K	0.83%	64
2021 Q1	$1.96M	Sell	57,567 -130	-0.2%	-$4.18K	0.81%	66
2020 Q4	$1.7M	Buy	57,697 +1,703	+3%	+$45.6K	0.77%	67
2020 Q3	$1.35M	Buy	55,994 +2,681	+5%	+$65.2K	0.71%	70
2020 Q2	$1.23M	Buy	53,313 +8,095	+18%	+$184K	0.7%	71
2020 Q1	$941K	Buy	45,218 +2,912	+7%	+$80.2K	0.71%	67
2019 Q4	$1.3M	Sell	42,306 -911	-2%	-$26.7K	0.75%	65
2019 Q3	$1.21M	Buy	43,217 +2,089	+5%	+$57.7K	0.73%	69
2019 Q2	$1.14M	Buy	41,128 +986	+2%	+$26.7K	0.76%	66
2019 Q1	$1.03M	Buy	40,142 +2,528	+7%	+$65.2K	0.75%	67
2018 Q4	$896K	Sell	37,614 -197	-0.5%	-$5.12K	0.8%	63
2018 Q3	$1.04M	Buy	37,811 +2,215	+6%	+$62K	0.84%	62
2018 Q2	$947K	Buy	35,596 +2,146	+6%	+$59.2K	0.8%	64
2018 Q1	$922K	Buy	33,450 +2,590	+8%	+$74.6K	0.81%	63
2017 Q4	$861K	Buy	30,860 +1,821	+6%	+$49K	0.71%	68
2017 Q3	$751K	Buy	29,039 +2,065	+8%	+$51.5K	0.67%	69
2017 Q2	$665K	Buy	26,974 +1,450	+6%	+$34.4K	0.6%	71
2017 Q1	$606K	Buy	25,524 +1,185	+5%	+$28.4K	0.55%	69
2016 Q4	$566K	Buy	24,339 +1,290	+6%	+$27.7K	0.52%	70
2016 Q3	$445K	Sell	23,049 -1,516	-6%	-$31.3K	0.43%	69
2016 Q2	$493K	Sell	24,565 -128	-0.5%	-$2.59K	0.48%	68
2016 Q1	$488K	Buy	24,693 +1,843	+8%	+$35.1K	0.47%	68
2015 Q4	$478K	Buy	22,850 +1,321	+6%	+$27.8K	0.47%	70
2015 Q3	$428K	Buy	21,529 +1,497	+7%	+$31.7K	0.46%	68
2015 Q2	$429K	Buy	20,032 +809	+4%	+$17.5K	0.43%	72
2015 Q1	$407K	Buy	19,223 +450	+2%	+$9.52K	0.4%	74
2014 Q4	$408K	Buy	+18,773	New	+$393K	0.41%	73

Other funds holding XLF

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Butensky & Cohen Financial Security's XLF Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q2 2026, buying an estimated $133K and bringing the position to 64,098 shares worth $3.44M. The position accounts for 0.85% of the portfolio, ranked #60.

Butensky & Cohen Financial Security first reported a position in XLF in Q4 2014 and has held it in 47 quarters since. 497 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Butensky & Cohen Financial Security held 64,098 shares of State Street Financial Select Sector SPDR ETF worth $3.44M as of Q2 2026.
Butensky & Cohen Financial Security bought 2,552 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $133K.
State Street Financial Select Sector SPDR ETF made up 0.85% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #60 holding.
Butensky & Cohen Financial Security first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.