Crews Bank & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Crews Bank & Trust’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	$2.19M	Sell	40,787 -720	-2%	-$37.4K	0.29%	52
2026 Q1	$2.05M	Sell	41,507 -920	-2%	-$47.9K	0.3%	53
2025 Q4	$2.32M	Sell	42,427 -3,635	-8%	-$194K	0.33%	46
2025 Q3	$2.48M	Sell	46,062 -1,441	-3%	-$76.4K	0.36%	44
2025 Q2	$2.49M	Sell	47,503 -1,334	-3%	-$66K	0.39%	39
2025 Q1	$2.43M	Buy	48,837 +1,684	+4%	+$84.5K	0.41%	39
2024 Q4	$2.28M	Buy	+47,153	New	+$2.28M	0.38%	44

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

Crews Bank & Trust's XLF Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.7% in Q2 2026, selling an estimated $37.4K and leaving 40,787 shares worth $2.19M. The position accounts for 0.29% of the portfolio, ranked #52.

Crews Bank & Trust first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Crews Bank & Trust held 40,787 shares of State Street Financial Select Sector SPDR ETF worth $2.19M as of Q2 2026.
Crews Bank & Trust sold 720 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $37.4K.
State Street Financial Select Sector SPDR ETF made up 0.29% of Crews Bank & Trust's portfolio in Q2 2026, its #52 holding.
Crews Bank & Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street Financial Select Sector SPDR ETF position peaked at $2.49M in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.