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Encompass More Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Encompass More Asset 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 		$59K Buy
+1,100
New +$57.2K 0.01% 276

Other funds holding XLF

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Encompass More Asset Management's XLF Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 5,115 shares worth $274K. The stake represents 0.04% of the portfolio and ranks #232 among its holdings. This is a return to the name: Encompass More Asset Management previously reported a position in XLF as recently as Q4 2025.

Encompass More Asset Management first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q1 2025. 337 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Encompass More Asset Management held 5,115 shares of State Street Financial Select Sector SPDR ETF worth $274K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Encompass More Asset Management position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #232 holding.
  • Encompass More 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.
  • Encompass More Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $3.01M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.