Ellevest Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ellevest Inc’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	$371K	Buy	8,679 +4,504	+108%	+$234K	0.04%	313
2026 Q1	$206K	Hold	4,175	–	–	0.03%	412
2025 Q4	$229K	Hold	4,175	–	–	0.03%	382
2025 Q3	$225K	Hold	4,175	–	–	0.03%	389
2025 Q2	$219K	Sell	4,175 -109	-3%	-$5.39K	0.03%	358
2025 Q1	$213K	Sell	4,284 -5,539	-56%	-$278K	0.01%	365
2024 Q4	$475K	Hold	9,823	–	–	0.03%	208
2024 Q3	$445K	Buy	9,823 +820	+9%	+$35.8K	0.02%	243
2024 Q2	$370K	Hold	9,003	–	–	0.02%	277
2024 Q1	$379K	Hold	9,003	–	–	0.02%	268
2023 Q4	$339K	Hold	9,003	–	–	0.02%	272
2023 Q3	$299K	Sell	9,003 -3,709	-29%	-$128K	0.02%	265
2023 Q2	$429K	Buy	12,712 +4,234	+50%	+$138K	0.03%	191
2023 Q1	$273K	Hold	8,478	–	–	0.02%	263
2022 Q4	$290K	Hold	8,478	–	–	0.02%	236
2022 Q3	$257K	Hold	8,478	–	–	0.02%	225
2022 Q2	$267K	Hold	8,478	–	–	0.03%	227
2022 Q1	$325K	Hold	8,478	–	–	0.03%	219
2021 Q4	$331K	Hold	8,478	–	–	0.03%	193
2021 Q3	$318K	Sell	8,478 -449	-5%	-$16.8K	0.03%	181
2021 Q2	$328K	Buy	8,927 +5,564	+165%	+$204K	0.03%	146
2021 Q1	$115K	Buy	+3,363	New	+$108K	0.01%	322
2020 Q1	–	Sell	-2,640	Closed	-$72.7K	–	1324
2019 Q4	$81K	Buy	2,640 +931	+54%	+$27.3K	0.02%	124
2019 Q3	$48K	Buy	1,709 +259	+18%	+$7.15K	0.02%	121
2019 Q2	$40K	Buy	+1,450	New	+$39.3K	0.02%	138

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

Ellevest Inc's XLF Position: Q2 2026 in Review

Ellevest Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 108% in Q2 2026, buying an estimated $234K and bringing the position to 8,679 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #313.

Ellevest Inc first reported a position in XLF in Q2 2019 and has held it in 25 quarters since. The position peaked at $475K in Q4 2024. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ellevest Inc held 8,679 shares of State Street Financial Select Sector SPDR ETF worth $371K as of Q2 2026.
Ellevest Inc bought 4,504 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $234K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Ellevest Inc's portfolio in Q2 2026, its #313 holding.
Ellevest Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 25 quarters since.
Ellevest Inc's State Street Financial Select Sector SPDR ETF position peaked at $475K in Q4 2024.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.