Cardiff Park Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cardiff Park Advisors’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	$105K	Buy	1,962 +7	+0.4%	+$364	0.01%	306
2026 Q1	$96.5K	Buy	+1,955	New	+$102K	0.01%	316
2022 Q2	–	Sell	-5,000	Closed	-$192K	–	340
2022 Q1	$192K	Hold	5,000	–	–	0.03%	233
2021 Q4	$195K	Buy	+5,000	New	+$197K	0.03%	240

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

Cardiff Park Advisors's XLF Position: Q2 2026 in Review

Cardiff Park Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.36% in Q2 2026, buying an estimated $364 and bringing the position to 1,962 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #306.

Cardiff Park Advisors first reported a position in XLF in Q4 2021 and has held it in 4 quarters since. The position peaked at $195K in Q4 2021. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cardiff Park Advisors held 1,962 shares of State Street Financial Select Sector SPDR ETF worth $105K as of Q2 2026.
Cardiff Park Advisors bought 7 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $364.
State Street Financial Select Sector SPDR ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #306 holding.
Cardiff Park Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
Cardiff Park Advisors's State Street Financial Select Sector SPDR ETF position peaked at $195K in Q4 2021.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.