D.B. Root & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Buy |
11,010
+3,216
| +41% | +$168K | 0.13% | 107 |
|
|
2025
Q4 | $427K | Sell |
7,794
-4,078
| -34% | -$217K | 0.1% | 117 |
|
|
2025
Q3 | $640K | Sell |
11,872
-12,920
| -52% | -$685K | 0.16% | 90 |
|
|
2025
Q2 | $1.3M | Sell |
24,792
-6,587
| -21% | -$326K | 0.38% | 46 |
|
|
2025
Q1 | $1.56M | Buy |
31,379
+13,744
| +78% | +$689K | 0.5% | 34 |
|
|
2024
Q4 | $852K | Hold |
17,635
| – | – | 0.27% | 68 |
|
|
2024
Q3 | $799K | Buy |
17,635
+4,457
| +34% | +$194K | 0.26% | 72 |
|
|
2024
Q2 | $542K | Sell |
13,178
-196
| -1% | -$8.07K | 0.18% | 96 |
|
|
2024
Q1 | $563K | Sell |
13,374
-1,344
| -9% | -$53.1K | 0.19% | 104 |
|
|
2023
Q4 | $553K | Buy |
14,718
+6,270
| +74% | +$217K | 0.2% | 107 |
|
|
2023
Q3 | $280K | Sell |
8,448
-1,700
| -17% | -$58.6K | 0.11% | 146 |
|
|
2023
Q2 | $342K | Sell |
10,148
-443
| -4% | -$14.5K | 0.13% | 140 |
|
|
2023
Q1 | $341K | Hold |
10,591
| – | – | 0.13% | 134 |
|
|
2022
Q4 | $362K | Buy |
10,591
+243
| +2% | +$8.22K | 0.15% | 125 |
|
|
2022
Q3 | $314K | Sell |
10,348
-12,592
| -55% | -$416K | 0.14% | 130 |
|
|
2022
Q2 | $721K | Buy |
22,940
+1,266
| +6% | +$43.8K | 0.31% | 84 |
|
|
2022
Q1 | $830K | Buy |
21,674
+10,646
| +97% | +$416K | 0.31% | 82 |
|
|
2021
Q4 | $430K | Sell |
11,028
-15,990
| -59% | -$629K | 0.16% | 141 |
|
|
2021
Q3 | $1.01M | Buy |
27,018
+1,133
| +4% | +$42.4K | 0.4% | 59 |
|
|
2021
Q2 | $949K | Buy |
25,885
+289
| +1% | +$10.6K | 0.35% | 73 |
|
|
2021
Q1 | $871K | Buy |
25,596
+2,526
| +11% | +$81.1K | 0.34% | 81 |
|
|
2020
Q4 | $680K | Sell |
23,070
-868
| -4% | -$23.2K | 0.27% | 91 |
|
|
2020
Q3 | $576K | Buy |
23,938
+875
| +4% | +$21.3K | 0.23% | 116 |
|
|
2020
Q2 | $533K | Sell |
23,063
-3,810
| -14% | -$86.5K | 0.23% | 115 |
|
|
2020
Q1 | $559K | Sell |
26,873
-18,783
| -41% | -$517K | 0.28% | 90 |
|
|
2019
Q4 | $1.41M | Buy |
45,656
+21,401
| +88% | +$628K | 0.62% | 30 |
|
|
2019
Q3 | $679K | Buy |
24,255
+83
| +0.3% | +$2.29K | 0.32% | 97 |
|
|
2019
Q2 | $667K | Sell |
24,172
-1,546
| -6% | -$41.9K | 0.3% | 96 |
|
|
2019
Q1 | $661K | Sell |
25,718
-2,934
| -10% | -$75.7K | 0.28% | 101 |
|
|
2018
Q4 | $683K | Sell |
28,652
-2,925
| -9% | -$76K | 0.34% | 90 |
|
|
2018
Q3 | $871K | Sell |
31,577
-2,331
| -7% | -$65.2K | 0.38% | 82 |
|
|
2018
Q2 | $902K | Sell |
33,908
-33,561
| -50% | -$926K | 0.43% | 82 |
|
|
2018
Q1 | $1.86M | Buy |
67,469
+17,534
| +35% | +$505K | 0.98% | 18 |
|
|
2017
Q4 | $1.39M | Buy |
+49,935
| New | +$1.34M | 1.19% | 21 |
|
Other funds holding XLF
D.B. Root & Company's XLF Position: Q1 2026 in Review
D.B. Root & Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 41% in Q1 2026, buying an estimated $168K and bringing the position to 11,010 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #107.
D.B. Root & Company first reported a position in XLF in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.86M in Q1 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- D.B. Root & Company held 11,010 shares of State Street Financial Select Sector SPDR ETF worth $544K as of Q1 2026.
- D.B. Root & Company bought 3,216 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $168K.
- State Street Financial Select Sector SPDR ETF made up 0.13% of D.B. Root & Company's portfolio in Q1 2026, its #107 holding.
- D.B. Root & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's State Street Financial Select Sector SPDR ETF position peaked at $1.86M in Q1 2018.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.