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Chesley Taft & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Chesley Taft & Associates’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 		$13.6M Buy
253,912
+477
+0.2% +$24.8K 0.53% 50
2026
Q1 		$12.5M Sell
253,435
-917
-0.4% -$47.8K 0.52% 52
2025
Q4 		$13.9M Buy
254,352
+12,838
+5% +$684K 0.55% 48
2025
Q3 		$13M Sell
241,514
-16,598
-6% -$879K 0.55% 47
2025
Q2 		$13.5M Sell
258,112
-16,155
-6% -$800K 0.6% 46
2025
Q1 		$13.7M Sell
274,267
-3,067
-1% -$154K 0.66% 44
2024
Q4 		$13.4M Sell
277,334
-550
-0.2% -$26.6K 0.62% 46
2024
Q3 		$12.6M Sell
277,884
-950
-0.3% -$41.5K 0.6% 48
2024
Q2 		$11.5M Sell
278,834
-1,000
-0.4% -$41.2K 0.57% 47
2024
Q1 		$11.8M Sell
279,834
-4,335
-2% -$171K 0.6% 47
2023
Q4 		$10.7M Buy
284,169
+11,066
+4% +$383K 0.6% 48
2023
Q3 		$9.06M Sell
273,103
-10,525
-4% -$363K 0.59% 48
2023
Q2 		$9.56M Sell
283,628
-15,050
-5% -$491K 0.59% 48
2023
Q1 		$9.6M Sell
298,678
-7,244
-2% -$252K 0.63% 47
2022
Q4 		$10.5M Sell
305,922
-3,186
-1% -$108K 0.72% 43
2022
Q3 		$9.38M Sell
309,108
-1,900
-0.6% -$62.8K 0.69% 42
2022
Q2 		$9.78M Sell
311,008
-5,500
-2% -$190K 0.67% 43
2022
Q1 		$11.8M Buy
316,508
+800
+0.3% +$31.3K 0.69% 41
2021
Q4 		$12.3M Buy
315,708
+3,633
+1% +$143K 0.64% 46
2021
Q3 		$11.7M Sell
312,075
-316
-0.1% -$11.8K 0.67% 42
2021
Q2 		$11.5M Sell
312,391
-4,400
-1% -$161K 0.66% 48
2021
Q1 		$11M Buy
316,791
+280,600
+775% +$9.01M 0.66% 46
2020
Q4 		$1.07M Sell
36,191
-2,780
-7% -$74.4K 0.07% 164
2020
Q3 		$938K Buy
38,971
+750
+2% +$18.2K 0.07% 165
2020
Q2 		$884K Sell
38,221
-1,000
-3% -$22.7K 0.07% 162
2020
Q1 		$817K Sell
39,221
-1,011
-3% -$27.8K 0.07% 156
2019
Q4 		$1.24M Hold
40,232
– – 0.09% 152
2019
Q3 		$1.13M Sell
40,232
-3,000
-7% -$82.8K 0.09% 151
2019
Q2 		$1.19M Sell
43,232
-940
-2% -$25.5K 0.09% 143
2019
Q1 		$1.14M Sell
44,172
-456,269
-91% -$11.8M 0.09% 149
2018
Q4 		$11.9M Sell
500,441
-5,100
-1% -$132K 1.15% 32
2018
Q3 		$13.9M Sell
505,541
-2,025
-0.4% -$56.7K 1.11% 30
2018
Q2 		$13.5M Buy
507,566
+5,400
+1% +$149K 1.16% 27
2018
Q1 		$13.8M Hold
502,166
– – 1.23% 28
2017
Q4 		$14M Buy
502,166
+2,250
+0.5% +$60.5K 1.19% 28
2017
Q3 		$12.9M Sell
499,916
-6,084
-1% -$152K 1.12% 28
2017
Q2 		$12.5M Buy
506,000
+19,200
+4% +$456K 1.13% 28
2017
Q1 		$11.6M Buy
486,800
+88,500
+22% +$2.12M 1.09% 30
2016
Q4 		$9.26M Buy
398,300
+374,000
+1,539% +$8.02M 0.92% 36
2016
Q3 		$469K Sell
24,300
-3,381
-12% -$69.7K 0.05% 202
2016
Q2 		$555K Hold
27,681
– – 0.06% 196
2016
Q1 		$547K Buy
27,681
+3,759
+16% +$71.6K 0.06% 188
2015
Q4 		$500K Sell
23,922
-171
-0.7% -$3.6K 0.05% 196
2015
Q3 		$479K Sell
24,093
-114
-0.5% -$2.42K 0.05% 177
2015
Q2 		$518K Sell
24,207
-706
-3% -$15.2K 0.05% 176
2015
Q1 		$527K Sell
24,913
-1,253
-5% -$26.5K 0.05% 182
2014
Q4 		$568K Sell
26,166
-114
-0.4% -$2.39K 0.06% 178
2014
Q3 		$535K Hold
26,280
– – 0.06% 178
2014
Q2 		$525K Sell
26,280
-142
-0.5% -$2.77K 0.05% 181
2014
Q1 		$518K Sell
26,422
-617
-2% -$11.8K 0.06% 187
2013
Q4 		$519K Buy
27,039
+617
+2% +$11.3K 0.05% 210
2013
Q3 		$462K Hold
26,422
– – 0.05% 210
2013
Q2 		$451K Buy
+26,422
New +$443K 0.05% 211

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Chesley Taft & Associates's XLF Position: Q2 2026 in Review

Chesley Taft & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.19% in Q2 2026, buying an estimated $24.8K and bringing the position to 253,912 shares worth $13.6M. The position accounts for 0.53% of the portfolio, ranked #50.

Chesley Taft & Associates first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $14M in Q4 2017. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Chesley Taft & Associates held 253,912 shares of State Street Financial Select Sector SPDR ETF worth $13.6M as of Q2 2026.
  • Chesley Taft & Associates bought 477 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.53% of Chesley Taft & Associates's portfolio in Q2 2026, its #50 holding.
  • Chesley Taft & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's State Street Financial Select Sector SPDR ETF position peaked at $14M in Q4 2017.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.