Dearborn Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dearborn Partners’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	$255K	Buy	+4,778	New	+$271K	0.02%	253
2026 Q1	–	Sell	-4,960	Closed	-$272K	–	278
2025 Q4	$272K	Buy	4,960 +234	+5%	+$12.5K	0.01%	237
2025 Q3	$255K	Hold	4,726	–	–	0.01%	240
2025 Q2	$247K	Buy	4,726 +66	+1%	+$3.27K	0.01%	240
2025 Q1	$232K	Buy	4,660 +1	+0%	+$50	0.01%	238
2024 Q4	$225K	Buy	4,659 +2	+0%	+$97	0.01%	249
2024 Q3	$211K	Buy	+4,657	New	+$203K	0.01%	261
2022 Q4	–	Sell	-6,998	Closed	-$212K	–	255
2022 Q3	$212K	Sell	6,998 -199	-3%	-$6.58K	0.01%	242
2022 Q2	$226K	Buy	7,197 +282	+4%	+$9.7K	0.01%	236
2022 Q1	$265K	Sell	6,915 -904	-12%	-$35.3K	0.01%	239
2021 Q4	$305K	Buy	7,819 +200	+3%	+$7.86K	0.01%	213
2021 Q3	$286K	Sell	7,619 -150	-2%	-$5.61K	0.01%	204
2021 Q2	$285K	Buy	7,769 +804	+12%	+$29.4K	0.01%	210
2021 Q1	$237K	Buy	+6,965	New	+$224K	0.01%	225
2020 Q1	–	Sell	-9,386	Closed	-$289K	–	247
2019 Q4	$289K	Buy	9,386 +1,650	+21%	+$48.4K	0.01%	201
2019 Q3	$217K	Sell	7,736 -2,111	-21%	-$58.3K	0.01%	221
2019 Q2	$272K	Hold	9,847	–	–	0.02%	171
2019 Q1	$253K	Hold	9,847	–	–	0.02%	174
2018 Q4	$235K	Buy	9,847 +1,818	+23%	+$47.2K	0.02%	170
2018 Q3	$221K	Buy	+8,029	New	+$225K	0.02%	191

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Dearborn Partners's XLF Position: Q3 2026 in Review

Dearborn Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 4,778 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Dearborn Partners previously reported a position in XLF as recently as Q4 2025.

Dearborn Partners first reported a position in XLF in Q3 2018 and has held it in 20 quarters since. The position peaked at $305K in Q4 2021. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Dearborn Partners held 4,778 shares of State Street Financial Select Sector SPDR ETF worth $255K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new Dearborn Partners position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Dearborn Partners's portfolio in Q3 2026, its #253 holding.
Dearborn Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 20 quarters since.
Dearborn Partners's State Street Financial Select Sector SPDR ETF position peaked at $305K in Q4 2021.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Dearborn Partners's 13F filing for Q3 2026, filed 13 Nov 2026.