Embree Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Embree Financial Group’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	$565K	Sell	10,538 -1,618	-13%	-$84.1K	0.06%	161
2026 Q1	$600K	Sell	12,156 -3	-0%	-$156	0.07%	148
2025 Q4	$666K	Buy	12,159 +423	+4%	+$22.5K	0.08%	137
2025 Q3	$632K	Sell	11,736 -1,326	-10%	-$70.3K	0.08%	133
2025 Q2	$684K	Buy	13,062 +993	+8%	+$49.1K	0.1%	116
2025 Q1	$601K	Buy	12,069 +5,588	+86%	+$280K	0.1%	122
2024 Q4	$313K	Buy	6,481 +754	+13%	+$36.5K	0.05%	156
2024 Q3	$260K	Buy	5,727 +273	+5%	+$11.9K	0.05%	165
2024 Q2	$224K	Buy	+5,454	New	+$224K	0.04%	169

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

Embree Financial Group's XLF Position: Q2 2026 in Review

Embree Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $84.1K and leaving 10,538 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #161.

Embree Financial Group first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $684K in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Embree Financial Group held 10,538 shares of State Street Financial Select Sector SPDR ETF worth $565K as of Q2 2026.
Embree Financial Group sold 1,618 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $84.1K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Embree Financial Group's portfolio in Q2 2026, its #161 holding.
Embree Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Embree Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $684K in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.