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

Cranbrook Wealth Management’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 Q3	$56.2K	Hold	1,053	–	–	0.01%	193
2026 Q2	$56.5K	Buy	1,053 +328	+45%	+$17K	0.01%	193
2026 Q1	$35.8K	Buy	725 +630	+663%	+$32.8K	0.01%	207
2025 Q4	$5.2K	Sell	95 -761	-89%	-$40.6K	﹤0.01%	337
2025 Q3	$46.1K	Buy	856 +761	+801%	+$40.3K	0.01%	208
2025 Q2	$4.97K	Sell	95 -24	-20%	-$1.19K	﹤0.01%	336
2025 Q1	$5.93K	Buy	119 +26	+28%	+$1.3K	﹤0.01%	309
2024 Q4	$4.5K	Hold	93	–	–	﹤0.01%	321
2024 Q3	$4.22K	Buy	+93	New	+$4.06K	﹤0.01%	308
2023 Q1	–	Sell	-1,443	Closed	-$49.4K	–	304
2022 Q4	$49.4K	Hold	1,443	–	–	0.01%	158
2022 Q3	$44K	Hold	1,443	–	–	0.01%	175
2022 Q2	$45K	Hold	1,443	–	–	0.01%	176
2022 Q1	$55K	Hold	1,443	–	–	0.01%	181
2021 Q4	$56K	Hold	1,443	–	–	0.01%	175
2021 Q3	$54K	Hold	1,443	–	–	0.01%	181
2021 Q2	$53K	Buy	+1,443	New	+$52.8K	0.01%	181
2020 Q4	–	Sell	-1,696	Closed	-$41K	–	328
2020 Q3	$41K	Buy	1,696 +1,170	+222%	+$28.5K	0.01%	151
2020 Q2	$12K	Buy	+526	New	+$11.9K	﹤0.01%	200

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Cranbrook Wealth Management's XLF Position: Q3 2026 in Review

Cranbrook Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 1,053 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #193.

Cranbrook Wealth Management first reported a position in XLF in Q2 2020 and has held it in 18 quarters since. The position peaked at $56.5K in Q2 2026. 1,151 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Cranbrook Wealth Management held 1,053 shares of State Street Financial Select Sector SPDR ETF worth $56.2K as of Q3 2026.
Cranbrook Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Cranbrook Wealth Management's portfolio in Q3 2026, its #193 holding.
Cranbrook Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 18 quarters since.
Cranbrook Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $56.5K in Q2 2026.
1,151 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.