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

Disciplined 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	$567K	Hold	10,571	–	–	0.28%	70
2026 Q1	$522K	Buy	10,571 +5	+0%	+$261	0.31%	68
2025 Q4	$579K	Sell	10,566 -17	-0.2%	-$906	0.38%	61
2025 Q3	$570K	Sell	10,583 -312	-3%	-$16.5K	0.41%	58
2025 Q2	$571K	Buy	10,895 +226	+2%	+$11.2K	0.44%	56
2025 Q1	$531K	Buy	10,669 +145	+1%	+$7.27K	0.48%	51
2024 Q4	$502K	Buy	+10,524	New	+$509K	0.48%	52

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

Disciplined Investors's XLF Position: Q2 2026 in Review

Disciplined Investors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 10,571 shares worth $567K. The position accounts for 0.28% of the portfolio, ranked #70.

Disciplined Investors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Disciplined Investors held 10,571 shares of State Street Financial Select Sector SPDR ETF worth $567K as of Q2 2026.
Disciplined Investors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.28% of Disciplined Investors's portfolio in Q2 2026, its #70 holding.
Disciplined Investors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Disciplined Investors's State Street Financial Select Sector SPDR ETF position peaked at $579K 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 Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.