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

Coyle Financial Counsel’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 Q1	$503K	Buy	10,181 +21	+0.2%	+$1.09K	0.11%	64
2025 Q4	$556K	Buy	10,160 +9	+0.1%	+$480	0.12%	60
2025 Q3	$547K	Buy	10,151 +8	+0.1%	+$424	0.13%	60
2025 Q2	$531K	Buy	+10,143	New	+$502K	0.14%	55
2022 Q2	–	Sell	-9,166	Closed	-$351K	–	70
2022 Q1	$351K	Buy	9,166 +32	+0.4%	+$1.25K	0.19%	56
2021 Q4	$357K	Buy	9,134 +820	+10%	+$32.2K	0.21%	56
2021 Q3	$312K	Buy	+8,314	New	+$311K	0.18%	58
2018 Q2	–	Sell	-1,377	Closed	-$102K	–	329
2018 Q1	$102K	Buy	+1,377	New	+$39.7K	0.11%	45
2017 Q2	$228K	Sell	9,245 -54	-0.6%	-$1.28K	0.3%	40
2017 Q1	$221K	Sell	9,299 -1,617	-15%	-$38.7K	0.29%	38
2016 Q4	$253K	Sell	10,916 -1,774	-14%	-$38.1K	0.55%	24
2016 Q3	$250K	Sell	12,690 -2,806	-18%	-$57.9K	0.36%	39
2016 Q2	$311K	Buy	15,496 +513	+3%	+$10.4K	0.45%	36
2016 Q1	$296K	Buy	14,983 +844	+6%	+$16.1K	0.47%	33
2015 Q4	$296K	Sell	14,139 -217	-2%	-$4.57K	0.29%	39
2015 Q3	$286K	Sell	14,356 -1,365	-9%	-$28.9K	0.27%	35
2015 Q2	$336K	Sell	15,721 -719	-4%	-$15.5K	0.38%	33
2015 Q1	$348K	Sell	16,440 -1,176	-7%	-$24.9K	0.39%	34
2014 Q4	$382K	Sell	17,616 -523	-3%	-$11K	0.46%	31
2014 Q3	$369K	Hold	18,139	–	–	0.46%	31
2014 Q2	$362K	Hold	18,139	–	–	0.5%	30
2014 Q1	$356K	Buy	18,139 +650	+4%	+$12.4K	0.5%	29
2013 Q4	$336K	Buy	+17,489	New	+$322K	0.47%	28

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coyle Financial Counsel's XLF Position: Q1 2026 in Review

Coyle Financial Counsel increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.21% in Q1 2026, buying an estimated $1.09K and bringing the position to 10,181 shares worth $503K. The position accounts for 0.11% of the portfolio, ranked #64.

Coyle Financial Counsel first reported a position in XLF in Q4 2013 and has held it in 23 quarters since. The position peaked at $556K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Coyle Financial Counsel held 10,181 shares of State Street Financial Select Sector SPDR ETF worth $503K as of Q1 2026.
Coyle Financial Counsel bought 21 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.09K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Coyle Financial Counsel's portfolio in Q1 2026, its #64 holding.
Coyle Financial Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 23 quarters since.
Coyle Financial Counsel's State Street Financial Select Sector SPDR ETF position peaked at $556K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.