Chevy Chase Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Buy
22,585
+830
+4% +$43.1K ﹤0.01% 572
2026
Q1
$1.07M Sell
21,755
-1,777
-8% -$92.6K ﹤0.01% 575
2025
Q4
$1.29M Sell
23,532
-2,228
-9% -$119K ﹤0.01% 573
2025
Q3
$1.39M Sell
25,760
-1,520
-6% -$80.5K ﹤0.01% 564
2025
Q2
$1.43M Buy
27,280
+563
+2% +$27.9K ﹤0.01% 564
2025
Q1
$1.33M Sell
26,717
-33
-0.1% -$1.66K ﹤0.01% 564
2024
Q4
$1.29M Buy
26,750
+334
+1% +$16.1K ﹤0.01% 567
2024
Q3
$1.2M Buy
26,416
+5,339
+25% +$233K ﹤0.01% 559
2024
Q2
$866K Sell
21,077
-66
-0.3% -$2.72K ﹤0.01% 559
2024
Q1
$891K Sell
21,143
-54,472
-72% -$2.15M ﹤0.01% 556
2023
Q4
$2.84M Buy
75,615
+56,391
+293% +$1.95M 0.01% 542
2023
Q3
$638K Hold
19,224
﹤0.01% 568
2023
Q2
$648K Sell
19,224
-4,270
-18% -$139K ﹤0.01% 570
2023
Q1
$755K Sell
23,494
-134,621
-85% -$4.68M ﹤0.01% 570
2022
Q4
$5.41M Buy
158,115
+138,595
+710% +$4.69M 0.02% 486
2022
Q3
$593K Buy
19,520
+1,211
+7% +$40K ﹤0.01% 578
2022
Q2
$576K Sell
18,309
-700
-4% -$24.2K ﹤0.01% 582
2022
Q1
$728K Sell
19,009
-17,949
-49% -$702K ﹤0.01% 580
2021
Q4
$1.44M Buy
36,958
+17,428
+89% +$685K ﹤0.01% 571
2021
Q3
$733K Buy
19,530
+710
+4% +$26.6K ﹤0.01% 585
2021
Q2
$691K Buy
18,820
+1,495
+9% +$54.7K ﹤0.01% 593
2021
Q1
$590K Buy
17,325
+1,486
+9% +$47.7K ﹤0.01% 592
2020
Q4
$467K Hold
15,839
﹤0.01% 602
2020
Q3
$382K Sell
15,839
-677
-4% -$16.5K ﹤0.01% 596
2020
Q2
$382K Buy
16,516
+677
+4% +$15.4K ﹤0.01% 599
2020
Q1
$330K Buy
15,839
+1,105
+7% +$30.4K ﹤0.01% 593
2019
Q4
$453K Sell
14,734
-300
-2% -$8.8K ﹤0.01% 616
2019
Q3
$421K Sell
15,034
-1,505
-9% -$41.5K ﹤0.01% 602
2019
Q2
$456K Sell
16,539
-6,803
-29% -$184K ﹤0.01% 604
2019
Q1
$654K Sell
23,342
-21,506
-48% -$555K ﹤0.01% 586
2018
Q4
$1.07M Buy
44,848
+14,461
+48% +$376K 0.01% 571
2018
Q3
$838K Buy
30,387
+3,116
+11% +$87.2K ﹤0.01% 573
2018
Q2
$725K Sell
27,271
-1,039
-4% -$28.7K ﹤0.01% 575
2018
Q1
$781K Sell
28,310
-4,260
-13% -$123K ﹤0.01% 573
2017
Q4
$909K Buy
32,570
+6,079
+23% +$164K ﹤0.01% 575
2017
Q3
$685K Sell
26,491
-500
-2% -$12.5K ﹤0.01% 582
2017
Q2
$666K Sell
26,991
-500
-2% -$11.9K ﹤0.01% 577
2017
Q1
$652K Sell
27,491
-4,667
-15% -$112K ﹤0.01% 573
2016
Q4
$748K Buy
32,158
+13,570
+73% +$291K ﹤0.01% 569
2016
Q3
$359K Buy
+18,588
New +$383K ﹤0.01% 592
2015
Q1
Sell
-57
Closed -$1K 712
2014
Q4
$1K Buy
+57
New +$1.19K ﹤0.01% 707

Other funds holding XLF

Chevy Chase Trust's XLF Position: Q2 2026 in Review

Chevy Chase Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.8% in Q2 2026, buying an estimated $43.1K and bringing the position to 22,585 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Chevy Chase Trust first reported a position in XLF in Q4 2014 and has held it in 41 quarters since. The position peaked at $5.41M in Q4 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Chevy Chase Trust held 22,585 shares of State Street Financial Select Sector SPDR ETF worth $1.21M as of Q2 2026.
  • Chevy Chase Trust bought 830 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $43.1K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #572 holding.
  • Chevy Chase Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 41 quarters since.
  • Chevy Chase Trust's State Street Financial Select Sector SPDR ETF position peaked at $5.41M in Q4 2022.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.