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DLK Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

DLK Investment Management’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 		$270K Buy
+6,575
New +$342K 0.11% 68
2024
Q4 		– Sell
-6,537
Closed -$296K – 114
2024
Q3 		$296K Sell
6,537
-38
-0.6% -$1.66K 0.11% 71
2024
Q2 		$270K Buy
6,575
+302
+5% +$12.4K 0.11% 70
2024
Q1 		$264K Buy
6,273
+135
+2% +$5.33K 0.11% 70
2023
Q4 		$231K Buy
+6,138
New +$212K 0.11% 72

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

DLK Investment Management's XLF Position: Q2 2026 in Review

DLK Investment Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 6,575 shares worth $270K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in XLF as recently as Q3 2024.

DLK Investment Management first reported a position in XLF in Q4 2023 and has held it in 5 quarters since. The position peaked at $296K in Q3 2024. 561 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • DLK Investment Management held 6,575 shares of State Street Financial Select Sector SPDR ETF worth $270K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new DLK Investment Management position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of DLK Investment Management's portfolio in Q2 2026, its #68 holding.
  • DLK Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • DLK Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $296K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.