Equitable Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Equitable Trust’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	$792K	Sell	14,776 -146	-1%	-$7.59K	0.03%	261
2026 Q1	$737K	Hold	14,922	–	–	0.03%	263
2025 Q4	$817K	Sell	14,922 -199	-1%	-$10.6K	0.04%	258
2025 Q3	$815K	Sell	15,121 -48	-0.3%	-$2.54K	0.04%	264
2025 Q2	$794K	Buy	15,169 +6,276	+71%	+$311K	0.04%	258
2025 Q1	$443K	Hold	8,893	–	–	0.02%	328
2024 Q4	$430K	Buy	+8,893	New	+$430K	0.02%	349

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

Equitable Trust's XLF Position: Q2 2026 in Review

Equitable Trust reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.98% in Q2 2026, selling an estimated $7.59K and leaving 14,776 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #261.

Equitable Trust first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $817K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Equitable Trust held 14,776 shares of State Street Financial Select Sector SPDR ETF worth $792K as of Q2 2026.
Equitable Trust sold 146 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.59K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #261 holding.
Equitable Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Equitable Trust's State Street Financial Select Sector SPDR ETF position peaked at $817K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.