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XLF icon

Clarity Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clarity Financial’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 		$21.8M Buy
407,163
+4,905
+1% +$255K 1.85% 21
2026
Q1 		$19.9M Sell
402,258
-61,495
-13% -$3.2M 2.16% 18
2025
Q4 		$25.4M Buy
463,753
+152,725
+49% +$8.14M 2.35% 16
2025
Q3 		$16.8M Sell
311,028
-6,676
-2% -$354K 1.66% 25
2025
Q2 		$16.6M Buy
317,704
+47,042
+17% +$2.33M 1.79% 23
2025
Q1 		$13.5M Buy
270,662
+74,985
+38% +$3.76M 1.55% 25
2024
Q4 		$9.46M Sell
195,677
-5,902
-3% -$285K 1.13% 33
2024
Q3 		$9.14M Buy
201,579
+92,488
+85% +$4.04M 1.06% 32
2024
Q2 		$4.48M Sell
109,091
-2,035
-2% -$83.7K 0.66% 38
2024
Q1 		$4.68M Sell
111,126
-125
-0.1% -$4.93K 0.71% 36
2023
Q4 		$4.18M Sell
111,251
-2,752
-2% -$95.3K 0.73% 35
2023
Q3 		$3.78M Buy
114,003
+920
+0.8% +$31.7K 0.64% 39
2023
Q2 		$3.81M Buy
+113,083
New +$3.69M 0.54% 42
2023
Q1 		– Sell
-104,259
Closed -$3.57M – 99
2022
Q4 		$3.57M Buy
104,259
+50,386
+94% +$1.7M 0.69% 29
2022
Q3 		$1.64M Sell
53,873
-16,163
-23% -$534K 0.38% 41
2022
Q2 		$2.2M Sell
70,036
-169,174
-71% -$5.85M 0.48% 41
2022
Q1 		$9.17M Sell
239,210
-5,714
-2% -$223K 1.85% 19
2021
Q4 		$9.56M Buy
244,924
+996
+0.4% +$39.1K 1.49% 20
2021
Q3 		$9.15M Buy
243,928
+61,524
+34% +$2.3M 1.49% 15
2021
Q2 		$6.69M Sell
182,404
-65,036
-26% -$2.38M 1.29% 21
2021
Q1 		$8.43M Buy
+247,440
New +$7.95M 1.71% 14

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Clarity Financial's XLF Position: Q2 2026 in Review

Clarity Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, buying an estimated $255K and bringing the position to 407,163 shares worth $21.8M. The position accounts for 1.85% of the portfolio, ranked #21.

Clarity Financial first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $25.4M in Q4 2025. 1,179 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Clarity Financial held 407,163 shares of State Street Financial Select Sector SPDR ETF worth $21.8M as of Q2 2026.
  • Clarity Financial bought 4,905 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $255K.
  • State Street Financial Select Sector SPDR ETF made up 1.85% of Clarity Financial's portfolio in Q2 2026, its #21 holding.
  • Clarity Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Clarity Financial's State Street Financial Select Sector SPDR ETF position peaked at $25.4M in Q4 2025.
  • 1,179 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.