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

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

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. 1,896 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.
1,896 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.