Essex Savings Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Essex Savings Bank’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	$643K	Sell	11,991 -1,590	-12%	-$82.6K	0.14%	155
2026 Q1	$670K	Hold	13,581	–	–	0.15%	129
2025 Q4	$744K	Buy	+13,581	New	+$724K	0.16%	121
2024 Q2	–	Sell	-8,502	Closed	-$320K	–	281
2024 Q1	$320K	Hold	8,502	–	–	0.09%	187
2023 Q4	$320K	Buy	+8,502	New	+$294K	0.09%	186
2019 Q4	–	Sell	-7,887	Closed	-$221K	–	187
2019 Q3	$221K	Sell	7,887 -5,855	-43%	-$162K	0.12%	163
2019 Q2	$379K	Buy	13,742 +7,969	+138%	+$216K	0.13%	142
2019 Q1	$148K	Hold	5,773	–	–	0.08%	173
2018 Q4	$137K	Buy	+5,773	New	+$150K	0.09%	170

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Essex Savings Bank's XLF Position: Q2 2026 in Review

Essex Savings Bank reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, selling an estimated $82.6K and leaving 11,991 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #155.

Essex Savings Bank first reported a position in XLF in Q4 2018 and has held it in 9 quarters since. The position peaked at $744K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Essex Savings Bank held 11,991 shares of State Street Financial Select Sector SPDR ETF worth $643K as of Q2 2026.
Essex Savings Bank sold 1,590 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $82.6K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Essex Savings Bank's portfolio in Q2 2026, its #155 holding.
Essex Savings Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 9 quarters since.
Essex Savings Bank's State Street Financial Select Sector SPDR ETF position peaked at $744K in Q4 2025.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.