BAM
XLF icon

Byrne Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Byrne Asset Management’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 		$276K Hold
5,139
– – 0.15% 115
2026
Q1 		$254K Buy
5,139
+26
+0.5% +$1.35K 0.15% 114
2025
Q4 		$280K Buy
5,113
+208
+4% +$11.1K 0.15% 106
2025
Q3 		$264K Buy
+4,905
New +$260K 0.16% 99
2025
Q2 		– Sell
-4,090
Closed -$202K – 97
2025
Q1 		$204K Buy
+4,090
New +$205K 0.15% 109
2024
Q4 		– Sell
-3,416
Closed -$165K – 118
2024
Q3 		$155K Buy
3,416
+21
+0.6% +$916 0.11% 129
2024
Q2 		$139K Buy
3,395
+19
+0.6% +$782 0.1% 133
2024
Q1 		$142K Buy
3,376
+405
+14% +$16K 0.1% 139
2023
Q4 		$112K Sell
2,971
-125
-4% -$4.33K 0.09% 139
2023
Q3 		$103K Buy
3,096
+335
+12% +$11.5K 0.09% 138
2023
Q2 		$93K Sell
2,761
-120
-4% -$3.92K 0.06% 201
2023
Q1 		$93K Buy
2,881
+185
+7% +$6.43K 0.07% 182
2022
Q4 		$92.2K Sell
2,696
-65
-2% -$2.2K 0.07% 183
2022
Q3 		$84K Buy
2,761
+95
+4% +$3.14K 0.06% 168
2022
Q2 		$84K Buy
2,666
+65
+2% +$2.25K 0.06% 156
2022
Q1 		$100K Buy
2,601
+430
+20% +$16.8K 0.06% 163
2021
Q4 		$85K Buy
+2,171
New +$85.3K 0.06% 187

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Byrne Asset Management's XLF Position: Q2 2026 in Review

Byrne Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,139 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #115.

Byrne Asset Management first reported a position in XLF in Q4 2021 and has held it in 17 quarters since. The position peaked at $280K in Q4 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Byrne Asset Management held 5,139 shares of State Street Financial Select Sector SPDR ETF worth $276K as of Q2 2026.
  • Byrne Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.15% of Byrne Asset Management's portfolio in Q2 2026, its #115 holding.
  • Byrne Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • Byrne Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $280K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.