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

Certuity’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	$1.1M	Sell	20,574 -5,623	-21%	-$292K	0.05%	165
2026 Q1	$1.29M	Sell	26,197 -955	-4%	-$49.8K	0.08%	136
2025 Q4	$1.49M	Sell	27,152 -2,638	-9%	-$141K	0.09%	131
2025 Q3	$1.6M	Buy	29,790 +11,229	+60%	+$595K	0.11%	114
2025 Q2	$972K	Sell	18,561 -3,004	-14%	-$149K	0.09%	121
2025 Q1	$1.07M	Buy	21,565 +15,445	+252%	+$775K	0.11%	116
2024 Q4	$296K	Buy	6,120 +698	+13%	+$33.8K	0.03%	263
2024 Q3	$246K	Sell	5,422 -5,006	-48%	-$218K	0.03%	300
2024 Q2	$429K	Sell	10,428 -379	-4%	-$15.6K	0.03%	200
2024 Q1	$455K	Buy	10,807 +1,485	+16%	+$58.6K	0.04%	187
2023 Q4	$350K	Buy	9,322 +13	+0.1%	+$450	0.04%	223
2023 Q3	$309K	Buy	9,309 +1,231	+15%	+$42.4K	0.04%	191
2023 Q2	$272K	Buy	8,078 +1,311	+19%	+$42.8K	0.03%	215
2023 Q1	$218K	Buy	6,767 +13	+0.2%	+$452	0.03%	194
2022 Q4	$231K	Buy	6,754 +14	+0.2%	+$474	0.04%	187
2022 Q3	$205K	Sell	6,740 -1,033	-13%	-$34.1K	0.05%	181
2022 Q2	$244K	Sell	7,773 -7,702	-50%	-$266K	0.06%	179
2022 Q1	$593K	Buy	15,475 +3,242	+27%	+$127K	0.13%	117
2021 Q4	$478K	Buy	12,233 +275	+2%	+$10.8K	0.1%	139
2021 Q3	$449K	Buy	+11,958	New	+$447K	0.09%	176
2020 Q1	–	Sell	-16,934	Closed	-$521K	–	232
2019 Q4	$521K	Buy	+16,934	New	+$497K	0.25%	70

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

Certuity's XLF Position: Q2 2026 in Review

Certuity reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, selling an estimated $292K and leaving 20,574 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #165.

Certuity first reported a position in XLF in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.6M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Certuity held 20,574 shares of State Street Financial Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Certuity sold 5,623 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $292K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Certuity's portfolio in Q2 2026, its #165 holding.
Certuity first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Certuity's State Street Financial Select Sector SPDR ETF position peaked at $1.6M in Q3 2025.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.