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

Crewe Advisors’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	$395K	Buy	7,374 +192	+3%	+$9.98K	0.03%	162
2026 Q1	$355K	Sell	7,182 -196	-3%	-$10.2K	0.03%	160
2025 Q4	$404K	Sell	7,378 -516	-7%	-$27.5K	0.04%	146
2025 Q3	$425K	Buy	7,894 +677	+9%	+$35.9K	0.04%	137
2025 Q2	$378K	Hold	7,217	–	–	0.05%	110
2025 Q1	$359K	Sell	7,217 -7,200	-50%	-$361K	0.05%	101
2024 Q4	$697K	Sell	14,417 -270	-2%	-$13.1K	0.1%	66
2024 Q3	$666K	Buy	14,687 +8,531	+139%	+$372K	0.08%	70
2024 Q2	$253K	Sell	6,156 -1,954	-24%	-$80.4K	0.03%	153
2024 Q1	$342K	Sell	8,110 -10,730	-57%	-$424K	0.04%	127
2023 Q4	$708K	Hold	18,840	–	–	0.11%	44
2023 Q3	$625K	Sell	18,840 -188	-1%	-$6.48K	0.11%	43
2023 Q2	$641K	Sell	19,028 -5,829	-23%	-$190K	0.09%	69
2023 Q1	$799K	Buy	24,857 +600	+2%	+$20.9K	0.12%	56
2022 Q4	$830K	Buy	24,257 +2,007	+9%	+$67.9K	0.13%	56
2022 Q3	$676K	Buy	22,250 +9,126	+70%	+$302K	0.12%	58
2022 Q2	$413K	Buy	13,124 +12,450	+1,847%	+$430K	0.09%	68
2022 Q1	$26K	Sell	674 -417	-38%	-$16.3K	0.01%	281
2021 Q4	$43K	Buy	+1,091	New	+$42.9K	0.01%	202
2021 Q3	–	Sell	-51	Closed	-$2K	–	472
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	420
2021 Q1	$2K	Buy	+51	New	+$1.64K	﹤0.01%	421
2019 Q4	–	Sell	-91	Closed	-$3K	–	282
2019 Q3	$3K	Sell	91 -363	-80%	-$10K	﹤0.01%	206
2019 Q2	$13K	Buy	454 +363	+399%	+$9.83K	﹤0.01%	205
2019 Q1	$2K	Hold	91	–	–	﹤0.01%	221
2018 Q4	$2K	Hold	91	–	–	﹤0.01%	222
2018 Q3	$3K	Sell	91 -636	-87%	-$17.8K	﹤0.01%	226
2018 Q2	$19K	Sell	727 -225	-24%	-$6.21K	0.02%	182
2018 Q1	$26K	Sell	952 -2,441	-72%	-$70.3K	0.03%	169
2017 Q4	$95K	Buy	+3,393	New	+$91.3K	0.09%	78

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

Crewe Advisors's XLF Position: Q2 2026 in Review

Crewe Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q2 2026, buying an estimated $9.98K and bringing the position to 7,374 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #162.

Crewe Advisors first reported a position in XLF in Q4 2017 and has held it in 29 quarters since. The position peaked at $830K in Q4 2022. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Crewe Advisors held 7,374 shares of State Street Financial Select Sector SPDR ETF worth $395K as of Q2 2026.
Crewe Advisors bought 192 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.98K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #162 holding.
Crewe Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
Crewe Advisors's State Street Financial Select Sector SPDR ETF position peaked at $830K in Q4 2022.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.