Community Financial Services Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Community Financial Services Group’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	$28.6K	Buy	522 +122	+31%	+$6.34K	﹤0.01%	279
2026 Q1	$19.8K	Buy	+400	New	+$20.8K	﹤0.01%	262
2023 Q3	$486K	Buy	+14,651	New	+$505K	0.12%	93
2019 Q1	–	Sell	-9,854	Closed	-$235K	–	93
2018 Q4	$235K	Buy	9,854 +77	+0.8%	+$2K	0.09%	75
2018 Q3	$270K	Buy	9,777 +721	+8%	+$20.2K	0.09%	79
2018 Q2	$241K	Buy	+9,056	New	+$250K	0.09%	81

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Community Financial Services Group's XLF Position: Q2 2026 in Review

Community Financial Services Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 31% in Q2 2026, buying an estimated $6.34K and bringing the position to 522 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Community Financial Services Group first reported a position in XLF in Q2 2018 and has held it in 6 quarters since. The position peaked at $486K in Q3 2023. 454 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Community Financial Services Group held 522 shares of State Street Financial Select Sector SPDR ETF worth $28.6K as of Q2 2026.
Community Financial Services Group bought 122 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.34K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #279 holding.
Community Financial Services Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 6 quarters since.
Community Financial Services Group's State Street Financial Select Sector SPDR ETF position peaked at $486K in Q3 2023.
454 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.