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Carr Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Carr Financial Group’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 		$616K Sell
11,489
-220
-2% -$11.4K 0.14% 99
2026
Q1 		$578K Buy
11,709
+1
+0% +$52 0.15% 93
2025
Q4 		$641K Sell
11,708
-92
-0.8% -$4.9K 0.17% 88
2025
Q3 		$636K Sell
11,800
-9,613
-45% -$509K 0.17% 89
2025
Q2 		$1.12M Buy
21,413
+7,016
+49% +$347K 0.33% 56
2025
Q1 		$717K Buy
14,397
+1,533
+12% +$76.9K 0.24% 73
2024
Q4 		$622K Buy
12,864
+575
+5% +$27.8K 0.19% 83
2024
Q3 		$557K Buy
12,289
+690
+6% +$30.1K 0.16% 101
2024
Q2 		$477K Buy
11,599
+4,917
+74% +$202K 0.15% 109
2024
Q1 		$281K Buy
6,682
+399
+6% +$15.8K 0.09% 153
2023
Q4 		$236K Hold
6,283
– – 0.09% 155
2023
Q3 		$212K Sell
6,283
-1,862
-23% -$64.2K 0.08% 159
2023
Q2 		$275K Sell
8,145
-2,818
-26% -$92K 0.11% 140
2023
Q1 		$352K Sell
10,963
-4,424
-29% -$154K 0.16% 114
2022
Q4 		$526K Buy
+15,387
New +$520K 0.28% 78

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carr Financial Group's XLF Position: Q2 2026 in Review

Carr Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q2 2026, selling an estimated $11.4K and leaving 11,489 shares worth $616K. The position accounts for 0.14% of the portfolio, ranked #99.

Carr Financial Group first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Carr Financial Group held 11,489 shares of State Street Financial Select Sector SPDR ETF worth $616K as of Q2 2026.
  • Carr Financial Group sold 220 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of Carr Financial Group's portfolio in Q2 2026, its #99 holding.
  • Carr Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.12M in Q2 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.