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Eldridge Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Eldridge Investment Advisors’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 		$470K Buy
9,520
+87
+0.9% +$4.53K 0.1% 114
2025
Q4 		$517K Buy
9,433
+2
+0% +$107 0.11% 107
2025
Q3 		$508K Buy
9,431
+1,056
+13% +$56K 0.12% 108
2025
Q2 		$439K Sell
8,375
-964
-10% -$47.7K 0.09% 115
2025
Q1 		$465K Buy
9,339
+202
+2% +$10.1K 0.11% 114
2024
Q4 		$442K Sell
9,137
-1,069
-10% -$51.7K 0.1% 113
2024
Q3 		$463K Buy
10,206
+2
+0% +$87 0.11% 110
2024
Q2 		$419K Sell
10,204
-149
-1% -$6.13K 0.11% 107
2024
Q1 		$436K Buy
10,353
+2
+0% +$79 0.11% 108
2023
Q4 		$389K Buy
10,351
+2
+0% +$69 0.1% 109
2023
Q3 		$343K Sell
10,349
-2,248
-18% -$77.5K 0.11% 108
2023
Q2 		$425K Sell
12,597
-99
-0.8% -$3.23K 0.14% 92
2023
Q1 		$408K Buy
12,696
+3
+0% +$104 0.14% 93
2022
Q4 		$434K Buy
12,693
+2
+0% +$68 0.15% 87
2022
Q3 		$385K Buy
12,691
+2
+0% +$66 0.15% 90
2022
Q2 		$399K Sell
12,689
-169
-1% -$5.84K 0.15% 83
2022
Q1 		$493K Buy
12,858
+101
+0.8% +$3.95K 0.17% 76
2021
Q4 		$498K Buy
12,757
+3,782
+42% +$149K 0.16% 77
2021
Q3 		$337K Sell
8,975
-1,131
-11% -$42.3K 0.12% 92
2021
Q2 		$371K Buy
10,106
+1,991
+25% +$72.8K 0.13% 83
2021
Q1 		$276K Buy
+8,115
New +$261K 0.11% 100

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eldridge Investment Advisors's XLF Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.92% in Q1 2026, buying an estimated $4.53K and bringing the position to 9,520 shares worth $470K. The position accounts for 0.1% of the portfolio, ranked #114.

Eldridge Investment Advisors first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $517K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Eldridge Investment Advisors held 9,520 shares of State Street Financial Select Sector SPDR ETF worth $470K as of Q1 2026.
  • Eldridge Investment Advisors bought 87 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.53K.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Eldridge Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Eldridge Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Eldridge Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $517K in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.