Edgestream Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Edgestream Partners’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	$4.63M	Buy	86,301 +51,045	+145%	+$2.65M	0.14%	268
2026 Q1	$1.74M	Sell	35,256 -48,823	-58%	-$2.54M	0.06%	532
2025 Q4	$4.61M	Buy	+84,079	New	+$4.48M	0.13%	271
2025 Q3	–	Sell	-24,910	Closed	-$1.3M	–	1094
2025 Q2	$1.3M	Buy	24,910 +2,110	+9%	+$104K	0.04%	602
2025 Q1	$1.14M	Sell	22,800 -22,822	-50%	-$1.14M	0.04%	586
2024 Q4	$2.2M	Sell	45,622 -15,728	-26%	-$760K	0.09%	381
2024 Q3	$2.78M	Sell	61,350 -22,532	-27%	-$983K	0.12%	304
2024 Q2	$3.45M	Buy	+83,882	New	+$3.45M	0.17%	208
2024 Q1	–	Sell	-108,565	Closed	-$4.08M	–	1047
2023 Q4	$4.08M	Buy	108,565 +34,369	+46%	+$1.19M	0.29%	62
2023 Q3	$2.46M	Buy	74,196 +63,511	+594%	+$2.19M	0.2%	141
2023 Q2	$360K	Buy	+10,685	New	+$349K	0.03%	599
2023 Q1	–	Sell	-50,614	Closed	-$1.73M	–	675
2022 Q4	$1.73M	Buy	+50,614	New	+$1.71M	0.19%	171
2022 Q1	–	Sell	-239,508	Closed	-$9.35M	–	656
2021 Q4	$9.35M	Buy	239,508 +101,691	+74%	+$4M	0.58%	32
2021 Q3	$5.17M	Buy	137,817 +49,492	+56%	+$1.85M	0.32%	104
2021 Q2	$3.24M	Buy	88,325 +73,616	+500%	+$2.69M	0.19%	176
2021 Q1	$501K	Buy	+14,709	New	+$472K	0.03%	326
2020 Q3	–	Sell	-27,718	Closed	-$641K	–	368
2020 Q2	$641K	Sell	27,718 -28,547	-51%	-$648K	0.03%	265
2020 Q1	$1.17M	Buy	56,265 +33,538	+148%	+$923K	0.11%	188
2019 Q4	$700K	Sell	22,727 -8,662	-28%	-$254K	0.04%	256
2019 Q3	$879K	Buy	+31,389	New	+$866K	0.08%	189

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

Edgestream Partners's XLF Position: Q2 2026 in Review

Edgestream Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 145% in Q2 2026, buying an estimated $2.65M and bringing the position to 86,301 shares worth $4.63M. The position accounts for 0.14% of the portfolio, ranked #268.

Edgestream Partners first reported a position in XLF in Q3 2019 and has held it in 20 quarters since. The position peaked at $9.35M in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Edgestream Partners held 86,301 shares of State Street Financial Select Sector SPDR ETF worth $4.63M as of Q2 2026.
Edgestream Partners bought 51,045 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.65M.
State Street Financial Select Sector SPDR ETF made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #268 holding.
Edgestream Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 20 quarters since.
Edgestream Partners's State Street Financial Select Sector SPDR ETF position peaked at $9.35M in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.