D.L. Carlson Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

D.L. Carlson Investment Group’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	$1.03M	Sell	19,193 -777	-4%	-$40.4K	0.16%	88
2026 Q1	$986K	Sell	19,970 -275	-1%	-$14.3K	0.17%	86
2025 Q4	$1.11M	Buy	20,245 +641	+3%	+$34.2K	0.19%	85
2025 Q3	$1.06M	Sell	19,604 -6,351	-24%	-$337K	0.18%	88
2025 Q2	$1.36M	Sell	25,955 -1,064	-4%	-$52.7K	0.25%	85
2025 Q1	$1.35M	Sell	27,019 -425	-2%	-$21.3K	0.26%	88
2024 Q4	$1.33M	Sell	27,444 -1,184	-4%	-$57.3K	0.24%	86
2024 Q3	$1.3M	Buy	28,628 +842	+3%	+$36.7K	0.23%	91
2024 Q2	$1.14M	Sell	27,786 -624	-2%	-$25.7K	0.22%	93
2024 Q1	$1.2M	Sell	28,410 -1,658	-6%	-$65.5K	0.23%	91
2023 Q4	$1.2M	Sell	30,068 -5,170	-15%	-$179K	0.24%	86
2023 Q3	$1.17M	Sell	35,238 -5,185	-13%	-$179K	0.24%	86
2023 Q2	$1.36M	Sell	40,423 -1,861	-4%	-$60.7K	0.26%	80
2023 Q1	$1.36M	Sell	42,284 -895	-2%	-$31.1K	0.31%	77
2022 Q4	$1.48M	Sell	43,179 -2,885	-6%	-$97.6K	0.32%	75
2022 Q3	$1.4M	Sell	46,064 -1,816	-4%	-$60K	0.3%	73
2022 Q2	$1.51M	Sell	47,880 -9,856	-17%	-$341K	0.32%	73
2022 Q1	$2.21M	Buy	57,736 +2,584	+5%	+$101K	0.37%	73
2021 Q4	$2.15M	Buy	55,152 +4,376	+9%	+$172K	0.34%	72
2021 Q3	$1.91M	Buy	50,776 +10,504	+26%	+$393K	0.33%	75
2021 Q2	$1.48M	Buy	40,272 +9,923	+33%	+$363K	0.26%	85
2021 Q1	$1.03M	Buy	30,349 +6,391	+27%	+$205K	0.19%	92
2020 Q4	$706K	Sell	23,958 -3,791	-14%	-$101K	0.13%	97
2020 Q3	$668K	Sell	27,749 -2,483	-8%	-$60.4K	0.14%	91
2020 Q2	$700K	Sell	30,232 -3,691	-11%	-$83.8K	0.21%	88
2020 Q1	$706K	Sell	33,923 -8,371	-20%	-$230K	0.27%	89
2019 Q4	$1.3M	Sell	42,294 -745	-2%	-$21.9K	0.38%	80
2019 Q3	$1.21M	Sell	43,039 -1,003	-2%	-$27.7K	0.38%	78
2019 Q2	$1.22M	Sell	44,042 -1,276	-3%	-$34.6K	0.38%	79
2019 Q1	$1.17M	Sell	45,318 -2,044	-4%	-$52.8K	0.34%	82
2018 Q4	$1.13M	Buy	47,362 +643	+1%	+$16.7K	0.37%	79
2018 Q3	$1.29M	Sell	46,719 -714	-2%	-$20K	0.36%	80
2018 Q2	$1.26M	Sell	47,433 -2,189	-4%	-$60.4K	0.39%	80
2018 Q1	$1.37M	Buy	49,622 +2,051	+4%	+$59.1K	0.43%	75
2017 Q4	$1.33M	Sell	47,571 -1,649	-3%	-$44.4K	0.39%	79
2017 Q3	$1.27M	Sell	49,220 -17,445	-26%	-$435K	0.4%	78
2017 Q2	$1.65M	Buy	66,665 +14,984	+29%	+$356K	0.48%	78
2017 Q1	$1.23M	Sell	51,681 -2,974	-5%	-$71.2K	0.42%	82
2016 Q4	$1.27M	Sell	54,655 -1,000	-2%	-$21.5K	0.43%	87
2016 Q3	$1.07M	Sell	55,655 -8,000	-13%	-$165K	0.37%	86
2016 Q2	$1.28M	Sell	63,655 -2,706	-4%	-$54.8K	0.46%	80
2016 Q1	$1.31M	Sell	66,361 -1,276	-2%	-$24.3K	0.49%	74
2015 Q4	$1.42M	Sell	67,637 -626	-0.9%	-$13.2K	0.53%	77
2015 Q3	$1.36M	Sell	68,263 -10,537	-13%	-$223K	0.55%	72
2015 Q2	$1.69M	Sell	78,800 -4,956	-6%	-$107K	0.61%	70
2015 Q1	$1.77M	Sell	83,756 -2,534	-3%	-$53.6K	0.63%	69
2014 Q4	$1.87M	Sell	86,290 -598	-0.7%	-$12.5K	0.68%	62
2014 Q3	$1.77M	Sell	86,888 -143	-0.2%	-$2.89K	0.66%	62
2014 Q2	$1.74M	Buy	87,031 +64,932	+294%	+$1.26M	0.63%	65
2014 Q1	$433K	Buy	22,099 +1,822	+9%	+$34.8K	0.16%	108
2013 Q4	$389K	Buy	20,277 +8,202	+68%	+$151K	0.14%	106
2013 Q3	$211K	Buy	+12,075	New	+$214K	0.08%	117

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

D.L. Carlson Investment Group's XLF Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q2 2026, selling an estimated $40.4K and leaving 19,193 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #88.

D.L. Carlson Investment Group first reported a position in XLF in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.21M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

D.L. Carlson Investment Group held 19,193 shares of State Street Financial Select Sector SPDR ETF worth $1.03M as of Q2 2026.
D.L. Carlson Investment Group sold 777 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40.4K.
State Street Financial Select Sector SPDR ETF made up 0.16% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #88 holding.
D.L. Carlson Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 52 quarters since.
D.L. Carlson Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $2.21M in Q1 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.