Chicago Partners Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Chicago Partners Investment Group’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	$893K	Buy	+16,000	New	+$832K	0.02%	710

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

Chicago Partners Investment Group's XLF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 43% in Q2 2026, buying an estimated $267K and bringing the position to 17,142 shares worth $957K. The position accounts for 0.02% of the portfolio, ranked #678.

Chicago Partners Investment Group first reported a position in XLF in Q4 2015 and has held it in 22 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Chicago Partners Investment Group held 17,142 shares of State Street Financial Select Sector SPDR ETF worth $957K as of Q2 2026.
Chicago Partners Investment Group bought 5,143 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $267K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #678 holding.
Chicago Partners Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 22 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.