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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.52M Sell
52,008
-5,376
-9% -$280K 0.11% 46
2025
Q4
$3.14M Buy
57,384
+28,645
+100% +$1.53M 0.14% 46
2025
Q3
$1.55M Buy
28,739
+3,919
+16% +$208K 0.08% 60
2025
Q2
$1.3M Buy
24,820
+11,543
+87% +$571K 0.08% 47
2025
Q1
$661K Sell
13,277
-9,434
-42% -$473K 0.04% 44
2024
Q4
$1.1M Buy
22,711
+12,059
+113% +$583K 0.08% 39
2024
Q3
$483K Hold
10,652
0.03% 49
2024
Q2
$438K Buy
10,652
+5,788
+119% +$238K 0.03% 50
2024
Q1
$205K Buy
+4,864
New +$192K 0.02% 61

Other funds holding XLF

Elm Partners Management's XLF Position: Q1 2026 in Review

Elm Partners Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.4% in Q1 2026, selling an estimated $280K and leaving 52,008 shares worth $2.52M. The position accounts for 0.11% of the portfolio, ranked #46.

Elm Partners Management first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Elm Partners Management held 52,008 shares of State Street Financial Select Sector SPDR ETF worth $2.52M as of Q1 2026.
  • Elm Partners Management sold 5,376 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $280K.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Elm Partners Management's portfolio in Q1 2026, its #46 holding.
  • Elm Partners Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • Elm Partners Management's State Street Financial Select Sector SPDR ETF position peaked at $3.14M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.