Chesapeake Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Chesapeake Wealth Management’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 Q1	$3.1M	Sell	62,843 -3,961	-6%	-$206K	0.95%	29
2025 Q4	$3.66M	Buy	66,804 +224	+0.3%	+$11.9K	1.09%	24
2025 Q3	$3.59M	Buy	66,580 +3,035	+5%	+$161K	1.09%	25
2025 Q2	$3.33M	Buy	63,545 +5,649	+10%	+$280K	1.11%	25
2025 Q1	$2.88M	Sell	57,896 -1,153	-2%	-$57.8K	1.03%	27
2024 Q4	$2.85M	Sell	59,049 -1,570	-3%	-$75.9K	0.98%	31
2024 Q3	$2.75M	Sell	60,619 -3,914	-6%	-$171K	0.94%	34
2024 Q2	$2.65M	Buy	64,533 +186	+0.3%	+$7.66K	0.96%	31
2024 Q1	$2.71M	Sell	64,347 -650	-1%	-$25.7K	0.99%	32
2023 Q4	$2.44M	Sell	64,997 -1,300	-2%	-$45K	0.94%	32
2023 Q3	$2.2M	Buy	66,297 +1,106	+2%	+$38.1K	0.92%	35
2023 Q2	$2.2M	Buy	65,191 +6,833	+12%	+$223K	0.87%	38
2023 Q1	$1.88M	Sell	58,358 -1,241	-2%	-$43.1K	0.78%	38
2022 Q4	$2.04M	Sell	59,599 -529	-0.9%	-$17.9K	0.89%	33
2022 Q3	$1.82M	Buy	60,128 +2,590	+5%	+$85.6K	0.83%	34
2022 Q2	$1.81M	Buy	57,538 +2,609	+5%	+$90.2K	0.77%	35
2022 Q1	$2.1M	Sell	54,929 -5,526	-9%	-$216K	0.76%	31
2021 Q4	$2.36M	Buy	60,455 +11,467	+23%	+$451K	0.79%	30
2021 Q3	$1.84M	Sell	48,988 -5,560	-10%	-$208K	0.66%	36
2021 Q2	$2M	Buy	54,548 +2,529	+5%	+$92.5K	0.65%	37
2021 Q1	$1.77M	Buy	52,019 +1,309	+3%	+$42K	0.59%	39
2020 Q4	$1.5M	Sell	50,710 -791	-2%	-$21.2K	0.51%	52
2020 Q3	$1.24M	Sell	51,501 -2,386	-4%	-$58K	0.46%	63
2020 Q2	$1.25M	Sell	53,887 -4,228	-7%	-$96K	0.5%	60
2020 Q1	$1.21M	Sell	58,115 -8,149	-12%	-$224K	0.56%	46
2019 Q4	$2.04M	Buy	66,264 +6,579	+11%	+$193K	0.79%	29
2019 Q3	$1.67M	Buy	59,685 +3,032	+5%	+$83.7K	0.68%	35
2019 Q2	$1.56M	Buy	56,653 +158	+0.3%	+$4.28K	0.65%	36
2019 Q1	$1.45M	Buy	56,495 +1,874	+3%	+$48.4K	0.64%	40
2018 Q4	$1.3M	Buy	54,621 +536	+1%	+$13.9K	0.64%	39
2018 Q3	$1.49M	Buy	54,085 +3,908	+8%	+$109K	0.66%	39
2018 Q2	$1.33M	Sell	50,177 -2,635	-5%	-$72.7K	0.62%	48
2018 Q1	$1.46M	Buy	+52,812	New	+$1.52M	0.67%	44

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chesapeake Wealth Management's XLF Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q1 2026, selling an estimated $206K and leaving 62,843 shares worth $3.1M. The position accounts for 0.95% of the portfolio, ranked #29.

Chesapeake Wealth Management first reported a position in XLF in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.66M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Chesapeake Wealth Management held 62,843 shares of State Street Financial Select Sector SPDR ETF worth $3.1M as of Q1 2026.
Chesapeake Wealth Management sold 3,961 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $206K.
State Street Financial Select Sector SPDR ETF made up 0.95% of Chesapeake Wealth Management's portfolio in Q1 2026, its #29 holding.
Chesapeake Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Chesapeake Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.66M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.