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

Counterweight Ventures’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	$1.91M	Sell	35,674 -456	-1%	-$23.7K	0.95%	40
2026 Q1	$1.78M	Sell	36,130 -20,657	-36%	-$1.08M	1%	38
2025 Q4	$3.11M	Buy	56,787 +765	+1%	+$40.8K	1.74%	21
2025 Q3	$3.02M	Buy	56,022 +21,972	+65%	+$1.16M	1.76%	22
2025 Q2	$1.78M	Buy	34,050 +856	+3%	+$42.4K	1.16%	33
2025 Q1	$1.65M	Buy	33,194 +1,117	+3%	+$56K	1.19%	34
2024 Q4	$1.55M	Buy	32,077 +425	+1%	+$20.6K	1.1%	33
2024 Q3	$1.43M	Buy	31,652 +8,006	+34%	+$349K	1.02%	38
2024 Q2	$972K	Buy	23,646 +877	+4%	+$36.1K	0.73%	40
2024 Q1	$959K	Buy	+22,769	New	+$899K	0.77%	42

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

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

Counterweight Ventures's XLF Position: Q2 2026 in Review

Counterweight Ventures reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q2 2026, selling an estimated $23.7K and leaving 35,674 shares worth $1.91M. The position accounts for 0.95% of the portfolio, ranked #40.

Counterweight Ventures first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.11M in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Counterweight Ventures held 35,674 shares of State Street Financial Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Counterweight Ventures sold 456 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.7K.
State Street Financial Select Sector SPDR ETF made up 0.95% of Counterweight Ventures's portfolio in Q2 2026, its #40 holding.
Counterweight Ventures first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Counterweight Ventures's State Street Financial Select Sector SPDR ETF position peaked at $3.11M in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.