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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return