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

Cooksen Wealth’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	$6.76M	Buy	126,031 +7,366	+6%	+$383K	4.26%	4
2026 Q1	$5.86M	Buy	118,665 +11,293	+11%	+$588K	4.26%	4
2025 Q4	$5.88M	Buy	107,372 +2,466	+2%	+$131K	4.3%	4
2025 Q3	$5.65M	Buy	104,906 +5,627	+6%	+$298K	4.22%	5
2025 Q2	$5.2M	Buy	99,279 +8,283	+9%	+$410K	4.18%	4
2025 Q1	$3.83M	Sell	90,996 -5,874	-6%	-$295K	3.89%	5
2024 Q4	$4.68M	Buy	96,870 +1,769	+2%	+$85.5K	4.31%	5
2024 Q3	$4.31M	Sell	95,101 -701	-0.7%	-$30.6K	4.03%	4
2024 Q2	$3.94M	Buy	95,802 +4,806	+5%	+$198K	3.97%	5
2024 Q1	$3.83M	Buy	90,996 +5,829	+7%	+$230K	3.99%	5
2023 Q4	$3.2M	Buy	+85,167	New	+$2.95M	3.64%	6

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

Cooksen Wealth's XLF Position: Q2 2026 in Review

Cooksen Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, buying an estimated $383K and bringing the position to 126,031 shares worth $6.76M. The position accounts for 4.26% of the portfolio, ranked #4.

Cooksen Wealth first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cooksen Wealth held 126,031 shares of State Street Financial Select Sector SPDR ETF worth $6.76M as of Q2 2026.
Cooksen Wealth bought 7,366 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $383K.
State Street Financial Select Sector SPDR ETF made up 4.26% of Cooksen Wealth's portfolio in Q2 2026, its #4 holding.
Cooksen Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cooksen Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.