Chilton Investment Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Chilton Investment Company’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	$1.17M	Hold	23,717	–	–	0.03%	147
2025 Q4	$1.3M	Hold	23,717	–	–	0.03%	135
2025 Q3	$1.28M	Buy	23,717 +217	+0.9%	+$11.5K	0.03%	133
2025 Q2	$1.23M	Hold	23,500	–	–	0.03%	98
2025 Q1	$1.17M	Hold	23,500	–	–	0.03%	107
2024 Q4	$1.14M	Hold	23,500	–	–	0.03%	101
2024 Q3	$1.07M	Hold	23,500	–	–	0.03%	110
2024 Q2	$966K	Hold	23,500	–	–	0.03%	105
2024 Q1	$990K	Hold	23,500	–	–	0.03%	110
2023 Q4	$884K	Hold	23,500	–	–	0.03%	106
2023 Q3	$779K	Hold	23,500	–	–	0.02%	106
2023 Q2	$792K	Hold	23,500	–	–	0.02%	106
2023 Q1	$756K	Hold	23,500	–	–	0.02%	101
2022 Q4	$804K	Hold	23,500	–	–	0.02%	93
2022 Q3	$713K	Hold	23,500	–	–	0.02%	102
2022 Q2	$739K	Hold	23,500	–	–	0.02%	107
2022 Q1	$901K	Hold	23,500	–	–	0.02%	91
2021 Q4	$918K	Hold	23,500	–	–	0.02%	105
2021 Q3	$882K	Buy	+23,500	New	+$879K	0.02%	101

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

Chilton Investment Company's XLF Position: Q1 2026 in Review

Chilton Investment Company held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 23,717 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #147.

Chilton Investment Company first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Chilton Investment Company held 23,717 shares of State Street Financial Select Sector SPDR ETF worth $1.17M as of Q1 2026.
Chilton Investment Company left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Chilton Investment Company's portfolio in Q1 2026, its #147 holding.
Chilton Investment Company first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Chilton Investment Company's State Street Financial Select Sector SPDR ETF position peaked at $1.3M in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.