Clare Market Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clare Market Investments’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	$538K	Buy	10,041 +4,918	+96%	+$256K	0.1%	117
2026 Q1	$253K	Buy	+5,123	New	+$267K	0.05%	147
2025 Q3	$281K	Sell	5,210 -41	-0.8%	-$2.17K	0.06%	135
2025 Q2	$275K	Sell	5,251 -1,161	-18%	-$57.5K	0.06%	123
2025 Q1	$319K	Sell	6,412 -192	-3%	-$9.63K	0.08%	104
2024 Q4	$319K	Sell	6,604 -484	-7%	-$23.4K	0.08%	115
2024 Q3	$321K	Sell	7,088 -3,492	-33%	-$152K	0.08%	121
2024 Q2	$435K	Sell	10,580 -1,755	-14%	-$72.2K	0.12%	91
2024 Q1	$520K	Sell	12,335 -810	-6%	-$32K	0.16%	86
2023 Q4	$494K	Sell	13,145 -1,594	-11%	-$55.2K	0.17%	79
2023 Q3	$489K	Sell	14,739 -76	-0.5%	-$2.62K	0.19%	72
2023 Q2	$499K	Sell	14,815 -3,834	-21%	-$125K	0.19%	71
2023 Q1	$600K	Sell	18,649 -7,657	-29%	-$266K	0.25%	56
2022 Q4	$900K	Buy	26,306 +8,026	+44%	+$271K	0.42%	31
2022 Q3	$555K	Buy	18,280 +1,399	+8%	+$46.2K	0.24%	58
2022 Q2	$531K	Buy	16,881 +1,112	+7%	+$38.4K	0.23%	57
2022 Q1	$604K	Buy	+15,769	New	+$616K	0.19%	69
2021 Q4	–	Sell	-6,834	Closed	-$256K	–	172
2021 Q3	$256K	Sell	6,834 -1,141	-14%	-$42.7K	0.08%	119
2021 Q2	$293K	Buy	7,975 +406	+5%	+$14.9K	0.09%	111
2021 Q1	$258K	Buy	+7,569	New	+$243K	0.1%	104
2020 Q2	–	Sell	-14,602	Closed	-$304K	–	100
2020 Q1	$304K	Sell	14,602 -9,581	-40%	-$264K	0.26%	58
2019 Q4	$744K	Buy	24,183 +8,692	+56%	+$255K	0.54%	37
2019 Q3	$434K	Sell	15,491 -53	-0.3%	-$1.46K	0.41%	48
2019 Q2	$429K	Sell	15,544 -2,802	-15%	-$75.9K	0.34%	63
2019 Q1	$472K	Buy	18,346 +2,865	+19%	+$73.9K	0.41%	62
2018 Q4	$369K	Buy	+15,481	New	+$402K	0.48%	43

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

Clare Market Investments's XLF Position: Q2 2026 in Review

Clare Market Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 96% in Q2 2026, buying an estimated $256K and bringing the position to 10,041 shares worth $538K. The position accounts for 0.1% of the portfolio, ranked #117.

Clare Market Investments first reported a position in XLF in Q4 2018 and has held it in 26 quarters since. The position peaked at $900K in Q4 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Clare Market Investments held 10,041 shares of State Street Financial Select Sector SPDR ETF worth $538K as of Q2 2026.
Clare Market Investments bought 4,918 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $256K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Clare Market Investments's portfolio in Q2 2026, its #117 holding.
Clare Market Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
Clare Market Investments's State Street Financial Select Sector SPDR ETF position peaked at $900K 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 Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.