Empirical Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Empirical Wealth 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	$583K	Sell	10,884 -574	-5%	-$29.8K	0.01%	619
2026 Q1	$566K	Buy	11,458 +3,857	+51%	+$201K	0.01%	536
2025 Q4	$416K	Buy	7,601 +669	+10%	+$35.6K	0.01%	581
2025 Q3	$373K	Sell	6,932 -291	-4%	-$15.4K	0.01%	558
2025 Q2	$378K	Sell	7,223 -1,267	-15%	-$62.7K	0.01%	474
2025 Q1	$423K	Sell	8,490 -2,345	-22%	-$118K	0.01%	436
2024 Q4	$524K	Buy	10,835 +5,211	+93%	+$252K	0.01%	380
2024 Q3	$255K	Sell	5,624 -199	-3%	-$8.68K	0.01%	493
2024 Q2	$239K	Buy	+5,823	New	+$240K	0.01%	498
2023 Q3	–	Sell	-7,022	Closed	-$237K	–	497
2023 Q2	$237K	Sell	7,022 -30,303	-81%	-$989K	0.01%	411
2023 Q1	$1.2M	Buy	+37,325	New	+$1.3M	0.05%	190
2022 Q4	–	Sell	-7,712	Closed	-$234K	–	485
2022 Q3	$234K	Hold	7,712	–	–	0.01%	420
2022 Q2	$243K	Sell	7,712 -2,116	-22%	-$73.1K	0.01%	412
2022 Q1	$377K	Sell	9,828 -3,769	-28%	-$147K	0.02%	365
2021 Q4	$531K	Buy	13,597 +2,117	+18%	+$83.2K	0.03%	334
2021 Q3	$431K	Sell	11,480 -17,563	-60%	-$657K	0.02%	330
2021 Q2	$1.07M	Buy	29,043 +23,038	+384%	+$843K	0.06%	177
2021 Q1	$204K	Buy	+6,005	New	+$193K	0.02%	372
2020 Q1	–	Sell	-6,696	Closed	-$206K	–	366
2019 Q4	$206K	Sell	6,696 -1,905	-22%	-$55.9K	0.02%	311
2019 Q3	$241K	Buy	+8,601	New	+$237K	0.03%	256

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

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

Empirical Wealth Management's XLF Position: Q2 2026 in Review

Empirical Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5% in Q2 2026, selling an estimated $29.8K and leaving 10,884 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #619.

Empirical Wealth Management first reported a position in XLF in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.2M in Q1 2023. 848 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Empirical Wealth Management held 10,884 shares of State Street Financial Select Sector SPDR ETF worth $583K as of Q2 2026.
Empirical Wealth Management sold 574 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $29.8K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #619 holding.
Empirical Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 20 quarters since.
Empirical Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.2M in Q1 2023.
848 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.