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

Clearstead Trust’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	$32.5K	Hold	606	–	–	﹤0.01%	382
2026 Q1	$29.9K	Hold	606	–	–	﹤0.01%	377
2025 Q4	$33.2K	Hold	606	–	–	0.01%	376
2025 Q3	$32.6K	Hold	606	–	–	0.01%	366
2025 Q2	$31.7K	Buy	606 +141	+30%	+$6.98K	0.01%	357
2025 Q1	$23.2K	Hold	465	–	–	0.01%	340
2024 Q4	$22.5K	Hold	465	–	–	﹤0.01%	312
2024 Q3	$21.1K	Hold	465	–	–	0.01%	303
2024 Q2	$19.1K	Hold	465	–	–	﹤0.01%	314
2024 Q1	$19.6K	Hold	465	–	–	0.01%	313
2023 Q4	$17.5K	Hold	465	–	–	﹤0.01%	302
2023 Q3	$15.4K	Hold	465	–	–	0.01%	299
2023 Q2	$14.9K	Hold	465	–	–	﹤0.01%	288
2023 Q1	$14.9K	Hold	465	–	–	﹤0.01%	281
2022 Q4	$16K	Hold	465	–	–	0.01%	290
2022 Q3	$14K	Hold	465	–	–	﹤0.01%	277
2022 Q2	$15K	Hold	465	–	–	0.01%	139
2022 Q1	$18K	Sell	465 -772	-62%	-$30.2K	0.01%	143
2021 Q4	$48K	Hold	1,237	–	–	0.03%	131
2021 Q3	$46K	Buy	+1,237	New	+$46.3K	0.03%	136
2019 Q1	–	Sell	-258	Closed	-$6K	–	234
2018 Q4	$6K	Buy	+258	New	+$6.7K	0.01%	199

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

Clearstead Trust's XLF Position: Q2 2026 in Review

Clearstead Trust held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 606 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Clearstead Trust first reported a position in XLF in Q4 2018 and has held it in 21 quarters since. The position peaked at $48K in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Clearstead Trust held 606 shares of State Street Financial Select Sector SPDR ETF worth $32.5K as of Q2 2026.
Clearstead Trust 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 Clearstead Trust's portfolio in Q2 2026, its #382 holding.
Clearstead Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
Clearstead Trust's State Street Financial Select Sector SPDR ETF position peaked at $48K 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 Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.