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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$283K Hold
5,280
0.12% 111
2026
Q1
$261K Hold
5,280
0.12% 112
2025
Q4
$282K Buy
+5,280
New +$281K 0.13% 110

Other funds holding XLF

Carl P. Sherr & Co's XLF Position: Q2 2026 in Review

Carl P. Sherr & Co held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,280 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #111.

Carl P. Sherr & Co first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Carl P. Sherr & Co held 5,280 shares of State Street Financial Select Sector SPDR ETF worth $283K as of Q2 2026.
  • Carl P. Sherr & Co left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.12% of Carl P. Sherr & Co's portfolio in Q2 2026, its #111 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 3 quarters since.
  • 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.