Excalibur Management’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
$203K Buy
+3,790
New +$197K 0.07% 172
2026
Q1
Sell
-3,835
Closed -$210K 164
2025
Q4
$210K Sell
3,835
-250
-6% -$13.3K 0.08% 154
2025
Q3
$220K Sell
4,085
-150
-4% -$7.95K 0.08% 155
2025
Q2
$222K Hold
4,235
0.08% 156
2025
Q1
$211K Sell
4,235
-30
-0.7% -$1.5K 0.08% 156
2024
Q4
$206K Buy
+4,265
New +$206K 0.08% 158

Other funds holding XLF

Excalibur Management's XLF Position: Q2 2026 in Review

Excalibur Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,790 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #172 among its holdings. This is a return to the name: Excalibur Management previously reported a position in XLF as recently as Q4 2025.

Excalibur Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $222K in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Excalibur Management held 3,790 shares of State Street Financial Select Sector SPDR ETF worth $203K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Excalibur Management position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Excalibur Management's portfolio in Q2 2026, its #172 holding.
  • Excalibur Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Excalibur Management's State Street Financial Select Sector SPDR ETF position peaked at $222K in Q2 2025.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.