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Canopy Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Canopy Partners’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 		– Sell
-4,311
Closed -$213K – 270
2026
Q1 		$213K Hold
4,311
– – 0.07% 219
2025
Q4 		$236K Sell
4,311
-65
-1% -$3.46K 0.08% 200
2025
Q3 		$236K Hold
4,376
– – 0.08% 193
2025
Q2 		$229K Sell
4,376
-20
-0.5% -$990 0.08% 192
2025
Q1 		$219K Hold
4,396
– – 0.09% 182
2024
Q4 		$212K Buy
+4,396
New +$213K 0.08% 182
2024
Q2 		– Sell
-5,540
Closed -$233K – 209
2024
Q1 		$233K Hold
5,540
– – 0.11% 154
2023
Q4 		$208K Buy
+5,540
New +$192K 0.13% 148

Other funds holding XLF

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

Canopy Partners's XLF Position: Q2 2026 in Review

Canopy Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,311 shares — an estimated $213K sold.

Canopy Partners first reported a position in XLF in Q4 2023 and held it in 8 quarters. The position peaked at $236K in Q4 2025. 598 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Canopy Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Canopy Partners sold 4,311 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
  • Canopy Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
  • Canopy Partners's State Street Financial Select Sector SPDR ETF position peaked at $236K in Q4 2025.
  • 598 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.