Elgethun Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Elgethun Capital 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	$652K	Hold	12,154	–	–	0.09%	94
2026 Q1	$600K	Hold	12,154	–	–	0.1%	84
2025 Q4	$666K	Hold	12,154	–	–	0.12%	78
2025 Q3	$652K	Hold	12,154	–	–	0.12%	78
2025 Q2	$637K	Sell	12,154 -190	-2%	-$9.4K	0.13%	72
2025 Q1	$615K	Sell	12,344 -846	-6%	-$42.4K	0.14%	72
2024 Q4	$637K	Buy	13,190 +4	+0%	+$193	0.15%	71
2024 Q3	$598K	Buy	13,186 +4	+0%	+$175	0.14%	71
2024 Q2	$542K	Buy	13,182 +3	+0%	+$123	0.14%	76
2024 Q1	$554K	Sell	13,179 -226	-2%	-$8.92K	0.14%	77
2023 Q4	$504K	Buy	13,405 +4	+0%	+$138	0.14%	78
2023 Q3	$443K	Sell	13,401 -649	-5%	-$22.4K	0.13%	79
2023 Q2	$474K	Buy	14,050 +658	+5%	+$21.5K	0.14%	78
2023 Q1	$432K	Buy	13,392 +4	+0%	+$139	0.14%	81
2022 Q4	$460K	Buy	13,388 +6,060	+83%	+$205K	0.17%	76
2022 Q3	$222K	Buy	7,328 +5	+0.1%	+$165	0.09%	99
2022 Q2	$229K	Buy	7,323 +36	+0.5%	+$1.24K	0.09%	97
2022 Q1	$279K	Buy	7,287 +27	+0.4%	+$1.05K	0.09%	92
2021 Q4	$287K	Buy	7,260 +33	+0.5%	+$1.3K	0.1%	92
2021 Q3	$271K	Buy	7,227 +29	+0.4%	+$1.08K	0.09%	91
2021 Q2	$264K	Buy	7,198 +27	+0.4%	+$988	0.09%	92
2021 Q1	$244K	Buy	7,171 +30	+0.4%	+$964	0.1%	87
2020 Q4	$211K	Buy	7,141 +36	+0.5%	+$963	0.09%	93
2020 Q3	$171K	Hold	7,105	–	–	0.09%	90
2020 Q2	$165K	Sell	7,105 -4,449	-39%	-$101K	0.1%	91
2020 Q1	$241K	Hold	11,554	–	–	0.13%	75
2019 Q4	$356K	Hold	11,554	–	–	0.17%	69
2019 Q3	$321K	Sell	11,554 -700	-6%	-$19.3K	0.17%	68
2019 Q2	$338K	Buy	12,254 +81	+0.7%	+$2.19K	0.18%	68
2019 Q1	$313K	Buy	12,173 +1,105	+10%	+$28.5K	0.18%	73
2018 Q4	$266K	Buy	+11,068	New	+$287K	0.18%	76
2017 Q1	–	Sell	-6,000	Closed	-$139K	–	233
2016 Q4	$139K	Buy	+6,000	New	+$129K	0.11%	91

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Elgethun Capital Management's XLF Position: Q2 2026 in Review

Elgethun Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 12,154 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #94.

Elgethun Capital Management first reported a position in XLF in Q4 2016 and has held it in 32 quarters since. The position peaked at $666K in Q4 2025. 830 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Elgethun Capital Management held 12,154 shares of State Street Financial Select Sector SPDR ETF worth $652K as of Q2 2026.
Elgethun Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.09% of Elgethun Capital Management's portfolio in Q2 2026, its #94 holding.
Elgethun Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 32 quarters since.
Elgethun Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $666K in Q4 2025.
830 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.