Diligent Investors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Diligent Investors’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	$684K	Sell	12,768 -339	-3%	-$17.6K	0.15%	179
2026 Q1	$647K	Hold	13,107	–	–	0.16%	167
2025 Q4	$718K	Sell	13,107 -6	-0%	-$320	0.18%	151
2025 Q3	$706K	Sell	13,113 -200	-2%	-$10.6K	0.18%	147
2025 Q2	$697K	Hold	13,313	–	–	0.17%	153
2025 Q1	$663K	Buy	13,313 +175	+1%	+$8.78K	0.16%	160
2024 Q4	$635K	Buy	13,138 +191	+1%	+$9.23K	0.15%	171
2024 Q3	$587K	Sell	12,947 -34	-0.3%	-$1.48K	0.14%	178
2024 Q2	$534K	Buy	12,981 +403	+3%	+$16.6K	0.13%	176
2024 Q1	$530K	Buy	12,578 +132	+1%	+$5.21K	0.13%	184
2023 Q4	$468K	Sell	12,446 -247	-2%	-$8.55K	0.13%	184
2023 Q3	$421K	Sell	12,693 -98	-0.8%	-$3.38K	0.13%	179
2023 Q2	$431K	Buy	12,791 +1	+0%	+$33	0.13%	170
2023 Q1	$411K	Buy	12,790 +200	+2%	+$6.95K	0.13%	172
2022 Q4	$431K	Buy	12,590 +250	+2%	+$8.46K	0.14%	163
2022 Q3	$375K	Hold	12,340	–	–	0.13%	161
2022 Q2	$388K	Hold	12,340	–	–	0.13%	165
2022 Q1	$473K	Sell	12,340 -1,580	-11%	-$61.8K	0.14%	153
2021 Q4	$544K	Sell	13,920 -665	-5%	-$26.1K	0.15%	139
2021 Q3	$535K	Hold	14,585	–	–	0.18%	121
2021 Q2	$535K	Sell	14,585 -46	-0.3%	-$1.68K	0.18%	121
2021 Q1	$498K	Sell	14,631 -300	-2%	-$9.64K	0.18%	129
2020 Q4	$440K	Hold	14,931	–	–	0.18%	125
2020 Q3	$359K	Sell	14,931 -337	-2%	-$8.2K	0.16%	129
2020 Q2	$353K	Buy	15,268 +4,371	+40%	+$99.3K	0.17%	127
2020 Q1	$227K	Sell	10,897 -1,100	-9%	-$30.3K	0.14%	139
2019 Q4	$369K	Sell	11,997 -1,600	-12%	-$47K	0.17%	134
2019 Q3	$381K	Sell	13,597 -700	-5%	-$19.3K	0.19%	136
2019 Q2	$395K	Sell	14,297 -700	-5%	-$19K	0.2%	121
2019 Q1	$386K	Sell	14,997 -200	-1%	-$5.16K	0.22%	108
2018 Q4	$362K	Sell	15,197 -866	-5%	-$22.5K	0.24%	107
2018 Q3	$443K	Hold	16,063	–	–	0.24%	104
2018 Q2	$427K	Sell	16,063 -1,055	-6%	-$29.1K	0.26%	104
2018 Q1	$472K	Hold	17,118	–	–	0.28%	99
2017 Q4	$478K	Buy	17,118 +200	+1%	+$5.38K	0.3%	94
2017 Q3	$437K	Sell	16,918 -1,075	-6%	-$26.8K	0.32%	86
2017 Q2	$444K	Sell	17,993 -6,000	-25%	-$142K	0.31%	81
2017 Q1	$571K	Buy	23,993 +2,000	+9%	+$47.9K	0.44%	63
2016 Q4	$509K	Buy	21,993 +4,500	+26%	+$96.5K	0.4%	70
2016 Q3	$339K	Sell	17,493 -2,434	-12%	-$50.2K	0.27%	100
2016 Q2	$399K	Buy	19,927 +1,031	+5%	+$20.9K	0.38%	71
2016 Q1	$373K	Hold	18,896	–	–	0.41%	74
2015 Q4	$395K	Hold	18,896	–	–	0.45%	67
2015 Q3	$399K	Sell	18,896 -1,253	-6%	-$26.6K	0.43%	67
2015 Q2	$442K	Hold	20,149	–	–	0.46%	67
2015 Q1	$430K	Hold	20,149	–	–	0.44%	69
2014 Q4	$425K	Buy	+20,149	New	+$422K	0.43%	71

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

Diligent Investors's XLF Position: Q2 2026 in Review

Diligent Investors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.6% in Q2 2026, selling an estimated $17.6K and leaving 12,768 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #179.

Diligent Investors first reported a position in XLF in Q4 2014 and has held it in 47 quarters since. The position peaked at $718K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Diligent Investors held 12,768 shares of State Street Financial Select Sector SPDR ETF worth $684K as of Q2 2026.
Diligent Investors sold 339 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.6K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Diligent Investors's portfolio in Q2 2026, its #179 holding.
Diligent Investors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
Diligent Investors's State Street Financial Select Sector SPDR ETF position peaked at $718K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.