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 Q2	$1.36M	Buy	25,451 +1,734	+7%	+$90.1K	0.03%	151
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 $1.81T 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

Chilton Investment Company's XLF Position: Q2 2026 in Review

Chilton Investment Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q2 2026, buying an estimated $90.1K and bringing the position to 25,451 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #151.

Chilton Investment Company first reported a position in XLF in Q3 2021 and has held it in 20 quarters since. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Chilton Investment Company held 25,451 shares of State Street Financial Select Sector SPDR ETF worth $1.36M as of Q2 2026.
Chilton Investment Company bought 1,734 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $90.1K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Chilton Investment Company's portfolio in Q2 2026, its #151 holding.
Chilton Investment Company first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.