Empirical Asset 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
$706K Sell
14,300
-5,421
-27% -$282K 0.19% 148
2025
Q4
$794K Sell
19,721
-317
-2% -$16.9K 0.22% 126
2025
Q3
$798K Buy
20,038
+5,577
+39% +$295K 0.22% 144
2025
Q2
$757K Buy
14,461
+42
+0.3% +$2.08K 0.23% 131
2025
Q1
$718K Sell
14,419
-15
-0.1% -$752 0.24% 119
2024
Q4
$698K Sell
14,434
-924
-6% -$44.7K 0.23% 122
2024
Q3
$696K Sell
15,358
-1,005
-6% -$43.9K 0.25% 123
2024
Q2
$673K Buy
16,363
+6,470
+65% +$266K 0.25% 112
2024
Q1
$417K Hold
9,893
0.2% 135
2023
Q4
$372K Buy
+9,893
New +$342K 0.3% 114

Other funds holding XLF

Empirical Asset Management's XLF Position: Q1 2026 in Review

Empirical Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q1 2026, selling an estimated $282K and leaving 14,300 shares worth $706K. The position accounts for 0.19% of the portfolio, ranked #148.

Empirical Asset Management first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $798K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Empirical Asset Management held 14,300 shares of State Street Financial Select Sector SPDR ETF worth $706K as of Q1 2026.
  • Empirical Asset Management sold 5,421 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $282K.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of Empirical Asset Management's portfolio in Q1 2026, its #148 holding.
  • Empirical Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • Empirical Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $798K in Q3 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.