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 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

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

Crumly & Associates's XLF Position: Q2 2026 in Review

Crumly & Associates reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q2 2026, selling an estimated $25.4K and leaving 38,491 shares worth $2.06M. The position accounts for 0.4% of the portfolio, ranked #51.

Crumly & Associates first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.93M in Q1 2023. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Crumly & Associates held 38,491 shares of State Street Financial Select Sector SPDR ETF worth $2.06M as of Q2 2026.
Crumly & Associates sold 488 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $25.4K.
State Street Financial Select Sector SPDR ETF made up 0.4% of Crumly & Associates's portfolio in Q2 2026, its #51 holding.
Crumly & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Crumly & Associates's State Street Financial Select Sector SPDR ETF position peaked at $5.93M in Q1 2023.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.