Estate Counselors’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
Q2 | $9.24M | Buy |
+172,350
| New | +$8.96M | 0.79% | 14 |
|
|
2026
Q1 | – | Sell |
-88,635
| Closed | -$4.85M | – | 123 |
|
|
2025
Q4 | $4.85M | Buy |
88,635
+44,708
| +102% | +$2.38M | 0.41% | 40 |
|
|
2025
Q3 | $2.37M | Buy |
43,927
+10,440
| +31% | +$553K | 0.2% | 59 |
|
|
2025
Q2 | $1.75M | Sell |
33,487
-77,440
| -70% | -$3.83M | 0.17% | 55 |
|
|
2025
Q1 | $5.53M | Sell |
110,927
-6,441
| -5% | -$323K | 0.57% | 22 |
|
|
2024
Q4 | $5.67M | Buy |
117,368
+4,280
| +4% | +$207K | 0.61% | 23 |
|
|
2024
Q3 | $5.13M | Sell |
113,088
-982
| -0.9% | -$42.9K | 0.53% | 26 |
|
|
2024
Q2 | $4.69M | Buy |
114,070
+41,340
| +57% | +$1.7M | 0.51% | 24 |
|
|
2024
Q1 | $3.06M | Sell |
72,730
-6,605
| -8% | -$261K | 0.35% | 26 |
|
|
2023
Q4 | $2.98M | Buy |
79,335
+28,475
| +56% | +$986K | 0.37% | 46 |
|
|
2023
Q3 | $1.69M | Buy |
50,860
+20,320
| +67% | +$700K | 0.22% | 51 |
|
|
2023
Q2 | $1.03M | Buy |
30,540
+2,175
| +8% | +$71K | 0.13% | 107 |
|
|
2023
Q1 | $912K | Sell |
28,365
-10,916
| -28% | -$379K | 0.12% | 103 |
|
|
2022
Q4 | $1.34M | Buy |
39,281
+12,835
| +49% | +$434K | 0.19% | 75 |
|
|
2022
Q3 | $802K | Sell |
26,446
-23,365
| -47% | -$772K | 0.12% | 99 |
|
|
2022
Q2 | $1.57M | Buy |
49,811
+4,595
| +10% | +$159K | 0.23% | 53 |
|
|
2022
Q1 | $1.73M | Buy |
45,216
+2,350
| +5% | +$91.9K | 0.23% | 58 |
|
|
2021
Q4 | $1.67M | Sell |
42,866
-5,459
| -11% | -$215K | 0.2% | 55 |
|
|
2021
Q3 | $1.81M | Sell |
48,325
-83,160
| -63% | -$3.11M | 0.23% | 53 |
|
|
2021
Q2 | $4.82M | Buy |
131,485
+38,745
| +42% | +$1.42M | 0.63% | 43 |
|
|
2021
Q1 | $3.16M | Buy |
92,740
+82,820
| +835% | +$2.66M | 0.46% | 51 |
|
|
2020
Q4 | $292K | Sell |
9,920
-3,930
| -28% | -$105K | 0.04% | 97 |
|
|
2020
Q3 | $333K | Buy |
13,850
+3,000
| +28% | +$73K | 0.05% | 112 |
|
|
2020
Q2 | $251K | Sell |
10,850
-3,600
| -25% | -$81.7K | 0.04% | 119 |
|
|
2020
Q1 | $301K | Sell |
14,450
-382,950
| -96% | -$10.5M | 0.05% | 116 |
|
|
2019
Q4 | $12.2M | Sell |
397,400
-6,500
| -2% | -$191K | 1.8% | 21 |
|
|
2019
Q3 | $11.3M | Sell |
403,900
-4,700
| -1% | -$130K | 1.74% | 22 |
|
|
2019
Q2 | $11.3M | Buy |
+408,600
| New | +$11.1M | 1.76% | 23 |
|
|
2019
Q1 | – | Sell |
-552,780
| Closed | -$13.2M | – | 73 |
|
|
2018
Q4 | $13.2M | Sell |
552,780
-21,770
| -4% | -$565K | 2.66% | 11 |
|
|
2018
Q3 | $15.8M | Sell |
574,550
-168,320
| -23% | -$4.71M | 2.87% | 9 |
|
|
2018
Q2 | $19.8M | Sell |
742,870
-6,890
| -0.9% | -$190K | 3.74% | 6 |
|
|
2018
Q1 | $20.7M | Sell |
749,760
-42,130
| -5% | -$1.21M | 3.84% | 8 |
|
|
2017
Q4 | $22.1M | Sell |
791,890
-41,770
| -5% | -$1.12M | 4.42% | 4 |
|
|
2017
Q3 | $21.6M | Buy |
833,660
+55,950
| +7% | +$1.4M | 4.29% | 4 |
|
|
2017
Q2 | $19.2M | Sell |
777,710
-23,000
| -3% | -$546K | 4.35% | 5 |
|
|
2017
Q1 | $19M | Buy |
800,710
+439,890
| +122% | +$10.5M | 4.93% | 4 |
|
|
2016
Q4 | $8.39M | Buy |
360,820
+132,320
| +58% | +$2.84M | 2.32% | 13 |
|
|
2016
Q3 | $4.41M | Sell |
228,500
-27,181
| -11% | -$561K | 1.71% | 25 |
|
|
2016
Q2 | $5.13M | Buy |
255,681
+6,379
| +3% | +$129K | 2.04% | 20 |
|
|
2016
Q1 | $4.92M | Buy |
+249,302
| New | +$4.75M | 2.17% | 17 |
|
Other funds holding XLF
Estate Counselors's XLF Position: Q2 2026 in Review
Estate Counselors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 172,350 shares worth $9.24M. The stake represents 0.79% of the portfolio and ranks #14 among its holdings. This is a return to the name: Estate Counselors previously reported a position in XLF as recently as Q4 2025.
Estate Counselors first reported a position in XLF in Q1 2016 and has held it in 40 quarters since. The position peaked at $22.1M in Q4 2017. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Estate Counselors held 172,350 shares of State Street Financial Select Sector SPDR ETF worth $9.24M as of Q2 2026.
- State Street Financial Select Sector SPDR ETF was a new Estate Counselors position in Q2 2026.
- State Street Financial Select Sector SPDR ETF made up 0.79% of Estate Counselors's portfolio in Q2 2026, its #14 holding.
- Estate Counselors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 40 quarters since.
- Estate Counselors's State Street Financial Select Sector SPDR ETF position peaked at $22.1M in Q4 2017.
- 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.