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Carl P. Sherr & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Carl P. Sherr & Co’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
Q1 		$261K Hold
5,280
– – 0.12% 112
2025
Q4 		$282K Buy
+5,280
New +$281K 0.13% 110

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carl P. Sherr & Co's XLF Position: Q1 2026 in Review

Carl P. Sherr & Co held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,280 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #112.

Carl P. Sherr & Co first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $282K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Carl P. Sherr & Co held 5,280 shares of State Street Financial Select Sector SPDR ETF worth $261K as of Q1 2026.
  • Carl P. Sherr & Co left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.12% of Carl P. Sherr & Co's portfolio in Q1 2026, its #112 holding.
  • Carl P. Sherr & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • Carl P. Sherr & Co's State Street Financial Select Sector SPDR ETF position peaked at $282K in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.