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Crumly & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Crumly & Associates’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 		$2.07M Buy
38,741
+250
+0.6% +$14.2K 0.37% 53
2026
Q2 		$2.06M Sell
38,491
-488
-1% -$25.4K 0.4% 51
2026
Q1 		$1.92M Buy
38,979
+250
+0.6% +$13K 0.4% 50
2025
Q4 		$2.12M Sell
38,729
-1,543
-4% -$82.2K 0.45% 49
2025
Q3 		$2.17M Buy
40,272
+1,217
+3% +$64.5K 0.47% 44
2025
Q2 		$2.05M Sell
39,055
-2,090
-5% -$103K 0.5% 43
2025
Q1 		$2.05M Sell
41,145
-341
-0.8% -$17.1K 0.57% 39
2024
Q4 		$2.01M Sell
41,486
-959
-2% -$46.4K 0.55% 40
2024
Q3 		$1.92M Sell
42,445
-3,435
-7% -$150K 0.53% 42
2024
Q2 		$1.89M Sell
45,880
-3,380
-7% -$139K 0.54% 39
2024
Q1 		$2.07M Sell
49,260
-79,231
-62% -$3.13M 0.55% 45
2023
Q4 		$4.83M Sell
128,491
-22,400
-15% -$775K 1.41% 26
2023
Q3 		$5.01M Buy
150,891
+4,355
+3% +$150K 1.97% 19
2023
Q2 		$4.94M Sell
146,536
-37,806
-21% -$1.23M 1.98% 19
2023
Q1 		$5.93M Buy
184,342
+85,390
+86% +$2.97M 2.57% 14
2022
Q4 		$3.38M Buy
+98,952
New +$3.35M 1.28% 22

Other funds holding XLF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Crumly & Associates's XLF Position: Q3 2026 in Review

Crumly & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.65% in Q3 2026, buying an estimated $14.2K and bringing the position to 38,741 shares worth $2.07M. The position accounts for 0.37% of the portfolio, ranked #53.

Crumly & Associates first reported a position in XLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.93M in Q1 2023. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Crumly & Associates held 38,741 shares of State Street Financial Select Sector SPDR ETF worth $2.07M as of Q3 2026.
  • Crumly & Associates bought 250 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $14.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.37% of Crumly & Associates's portfolio in Q3 2026, its #53 holding.
  • Crumly & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Crumly & Associates's State Street Financial Select Sector SPDR ETF position peaked at $5.93M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.