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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
Q3 		– Sell
-6,575
Closed -$270K – 128
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

DLK Investment Management's XLF Position: Q3 2026 in Review

DLK Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 6,575 shares — an estimated $270K sold.

DLK Investment Management first reported a position in XLF in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q3 2024. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • DLK Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • DLK Investment Management sold 6,575 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $270K.
  • DLK Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
  • DLK Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $296K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.