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

Chapin Davis’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	$393K	Hold	7,328	–	–	0.07%	168
2026 Q1	$362K	Buy	7,328 +1,392	+23%	+$72.5K	0.08%	183
2025 Q4	$325K	Hold	5,936	–	–	0.08%	183
2025 Q3	$320K	Hold	5,936	–	–	0.08%	190
2025 Q2	$311K	Sell	5,936 -117	-2%	-$5.79K	0.09%	176
2025 Q1	$301K	Sell	6,053 -582	-9%	-$29.2K	0.1%	163
2024 Q4	$301K	Hold	6,635	–	–	0.1%	172
2024 Q3	$301K	Hold	6,635	–	–	0.1%	173
2024 Q2	$273K	Buy	6,635 +1	+0%	+$41	0.09%	175
2024 Q1	$279K	Hold	6,634	–	–	0.1%	176
2023 Q4	$249K	Buy	+6,634	New	+$230K	0.11%	175
2023 Q3	–	Sell	-6,024	Closed	-$203K	–	239
2023 Q2	$203K	Buy	+6,024	New	+$197K	0.1%	196

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

Chapin Davis's XLF Position: Q2 2026 in Review

Chapin Davis held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 7,328 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #168.

Chapin Davis first reported a position in XLF in Q2 2023 and has held it in 12 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Chapin Davis held 7,328 shares of State Street Financial Select Sector SPDR ETF worth $393K as of Q2 2026.
Chapin Davis left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.07% of Chapin Davis's portfolio in Q2 2026, its #168 holding.
Chapin Davis first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.