C
XLF icon

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

Covestor’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 		$52K Buy
970
+303
+45% +$15.7K 0.03% 775
2026
Q1 		$33K Buy
667
+24
+4% +$1.25K 0.02% 926
2025
Q4 		$35K Sell
643
-208
-24% -$11.1K 0.02% 1046
2025
Q3 		$46K Sell
851
-174
-17% -$9.22K 0.03% 952
2025
Q2 		$54K Sell
1,025
-243
-19% -$12K 0.03% 870
2025
Q1 		$63K Sell
1,268
-412
-25% -$20.7K 0.04% 746
2024
Q4 		$81K Buy
1,680
+171
+11% +$8.27K 0.05% 645
2024
Q3 		$68K Buy
1,509
+44
+3% +$1.92K 0.04% 732
2024
Q2 		$60K Buy
1,465
+241
+20% +$9.92K 0.04% 781
2024
Q1 		$52K Buy
1,224
+345
+39% +$13.6K 0.03% 869
2023
Q4 		$33K Sell
879
-6
-0.7% -$208 0.02% 1018
2023
Q3 		$29K Sell
885
-65
-7% -$2.24K 0.02% 995
2023
Q2 		$32K Sell
950
-144
-13% -$4.7K 0.02% 969
2023
Q1 		$35K Sell
1,094
-58
-5% -$2.02K 0.03% 849
2022
Q4 		$39K Buy
1,152
+77
+7% +$2.6K 0.03% 826
2022
Q3 		$33K Sell
1,075
-11
-1% -$364 0.03% 859
2022
Q2 		$34K Sell
1,086
-484
-31% -$16.7K 0.03% 850
2022
Q1 		$60K Sell
1,570
-457
-23% -$17.9K 0.04% 744
2021
Q4 		$79K Buy
+2,027
New +$79.7K 0.11% 276

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Covestor's XLF Position: Q2 2026 in Review

Covestor increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 45% in Q2 2026, buying an estimated $15.7K and bringing the position to 970 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #775.

Covestor first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $81K in Q4 2024. 1,420 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Covestor held 970 shares of State Street Financial Select Sector SPDR ETF worth $52K as of Q2 2026.
  • Covestor bought 303 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Covestor's portfolio in Q2 2026, its #775 holding.
  • Covestor first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Covestor's State Street Financial Select Sector SPDR ETF position peaked at $81K in Q4 2024.
  • 1,420 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.