Citizens National Bank Trust Department’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Citizens National Bank Trust Department’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	$3.22K	Hold	60	–	–	﹤0.01%	362
2026 Q1	$2.96K	Hold	60	–	–	﹤0.01%	362
2025 Q4	$3.29K	Hold	60	–	–	﹤0.01%	352
2025 Q3	$3.23K	Hold	60	–	–	﹤0.01%	370
2025 Q2	$3.14K	Sell	60 -76	-56%	-$3.76K	﹤0.01%	365
2025 Q1	$6.77K	Buy	136 +76	+127%	+$3.81K	﹤0.01%	362
2024 Q4	$2.9K	Hold	60	–	–	﹤0.01%	338
2024 Q3	$2.72K	Hold	60	–	–	﹤0.01%	334
2024 Q2	$2.47K	Hold	60	–	–	﹤0.01%	335
2024 Q1	$2.53K	Sell	60 -125	-68%	-$4.93K	﹤0.01%	323
2023 Q4	$6.96K	Hold	185	–	–	﹤0.01%	285
2023 Q3	$6.14K	Hold	185	–	–	﹤0.01%	294
2023 Q2	$6.24K	Hold	185	–	–	﹤0.01%	298
2023 Q1	$5.95K	Sell	185 -315	-63%	-$10.9K	﹤0.01%	286
2022 Q4	$17K	Sell	500 -130	-21%	-$4.4K	﹤0.01%	254
2022 Q3	$19K	Sell	630 -410	-39%	-$13.6K	0.01%	252
2022 Q2	$33K	Sell	1,040 -946	-48%	-$32.7K	0.01%	227
2022 Q1	$69K	Sell	1,986 -3,895	-66%	-$152K	0.03%	176
2021 Q4	$230K	Sell	5,881 -73	-1%	-$2.87K	0.09%	131
2021 Q3	$223K	Buy	+5,954	New	+$223K	0.06%	136

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

Citizens National Bank Trust Department's XLF Position: Q2 2026 in Review

Citizens National Bank Trust Department held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 60 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Citizens National Bank Trust Department first reported a position in XLF in Q3 2021 and has held it in 20 quarters since. The position peaked at $230K in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Citizens National Bank Trust Department held 60 shares of State Street Financial Select Sector SPDR ETF worth $3.22K as of Q2 2026.
Citizens National Bank Trust Department left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #362 holding.
Citizens National Bank Trust Department first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Citizens National Bank Trust Department's State Street Financial Select Sector SPDR ETF position peaked at $230K in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.