Duncker Streett & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Duncker Streett & Co’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 Q1	$418K	Buy	8,470 +1,471	+21%	+$76.7K	0.08%	182
2025 Q4	$383K	Buy	6,999 +5	+0.1%	+$266	0.07%	182
2025 Q3	$377K	Buy	6,994 +2	+0%	+$106	0.07%	186
2025 Q2	$366K	Buy	6,992 +89	+1%	+$4.41K	0.07%	181
2025 Q1	$344K	Sell	6,903 -7	-0.1%	-$351	0.07%	186
2024 Q4	$334K	Sell	6,910 -1,163	-14%	-$56.2K	0.06%	191
2024 Q3	$366K	Buy	8,073 +115	+1%	+$5.02K	0.07%	191
2024 Q2	$327K	Buy	7,958 +5	+0.1%	+$206	0.06%	193
2024 Q1	$335K	Buy	7,953 +4	+0.1%	+$158	0.07%	187
2023 Q4	$299K	Buy	7,949 +6	+0.1%	+$208	0.06%	191
2023 Q3	$263K	Sell	7,943 -194	-2%	-$6.68K	0.06%	194
2023 Q2	$274K	Buy	8,137 +5	+0.1%	+$163	0.06%	187
2023 Q1	$261K	Sell	8,132 -344	-4%	-$12K	0.06%	185
2022 Q4	$290K	Sell	8,476 -60	-0.7%	-$2.03K	0.07%	186
2022 Q3	$259K	Sell	8,536 -4,000	-32%	-$132K	0.07%	191
2022 Q2	$394K	Hold	12,536	–	–	0.09%	170
2022 Q1	$480K	Sell	12,536 -1,470	-10%	-$57.5K	0.1%	171
2021 Q4	$547K	Hold	14,006	–	–	0.09%	172
2021 Q3	$526K	Sell	14,006 -1,487	-10%	-$55.6K	0.1%	173
2021 Q2	$568K	Sell	15,493 -1,000	-6%	-$36.6K	0.1%	171
2021 Q1	$562K	Buy	16,493 +2,644	+19%	+$84.9K	0.11%	167
2020 Q4	$408K	Buy	13,849 +11	+0.1%	+$294	0.08%	187
2020 Q3	$333K	Hold	13,838	–	–	0.07%	186
2020 Q2	$320K	Sell	13,838 -1,542	-10%	-$35K	0.08%	188
2020 Q1	$320K	Sell	15,380 -858	-5%	-$23.6K	0.09%	182
2019 Q4	$500K	Hold	16,238	–	–	0.1%	173
2019 Q3	$455K	Hold	16,238	–	–	0.11%	180
2019 Q2	$448K	Sell	16,238 -500	-3%	-$13.5K	0.1%	184
2019 Q1	$430K	Hold	16,738	–	–	0.1%	189
2018 Q4	$399K	Hold	16,738	–	–	0.11%	185
2018 Q3	$462K	Hold	16,738	–	–	0.1%	191
2018 Q2	$445K	Hold	16,738	–	–	0.11%	185
2018 Q1	$461K	Buy	16,738 +7,160	+75%	+$206K	0.12%	180
2017 Q4	$267K	Buy	9,578 +1,005	+12%	+$27K	0.07%	241
2017 Q3	$222K	Buy	8,573 +5	+0.1%	+$125	0.07%	242
2017 Q2	$211K	Buy	8,568 +180	+2%	+$4.27K	0.07%	244
2017 Q1	$199K	Sell	8,388 -150	-2%	-$3.59K	0.06%	247
2016 Q4	$199K	Hold	8,538	–	–	0.07%	246
2016 Q3	$165K	Sell	8,538 -1,644	-16%	-$33.9K	0.06%	248
2016 Q2	$204K	Sell	10,182 -1,708	-14%	-$34.6K	0.07%	230
2016 Q1	$235K	Sell	11,890 -456	-4%	-$8.69K	0.09%	219
2015 Q4	$258K	Hold	12,346	–	–	0.1%	205
2015 Q3	$246K	Hold	12,346	–	–	0.1%	211
2015 Q2	$264K	Hold	12,346	–	–	0.09%	219
2015 Q1	$261K	Sell	12,346 -228	-2%	-$4.82K	0.09%	223
2014 Q4	$273K	Sell	12,574 -228	-2%	-$4.78K	0.09%	217
2014 Q3	$260K	Hold	12,802	–	–	0.09%	221
2014 Q2	$256K	Hold	12,802	–	–	0.08%	233
2014 Q1	$251K	Buy	12,802 +285	+2%	+$5.44K	0.09%	226
2013 Q4	$240K	Sell	12,517 -456	-4%	-$8.39K	0.09%	220
2013 Q3	$227K	Sell	12,973 -455	-3%	-$8.07K	0.09%	215
2013 Q2	$229K	Buy	+13,428	New	+$225K	0.09%	216

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Duncker Streett & Co's XLF Position: Q1 2026 in Review

Duncker Streett & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, buying an estimated $76.7K and bringing the position to 8,470 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #182.

Duncker Streett & Co first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $568K in Q2 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Duncker Streett & Co held 8,470 shares of State Street Financial Select Sector SPDR ETF worth $418K as of Q1 2026.
Duncker Streett & Co bought 1,471 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $76.7K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Duncker Streett & Co's portfolio in Q1 2026, its #182 holding.
Duncker Streett & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Duncker Streett & Co's State Street Financial Select Sector SPDR ETF position peaked at $568K in Q2 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.