Family Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Family 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	$139K	Hold	2,584	–	–	0.01%	288
2026 Q1	$128K	Hold	2,584	–	–	0.02%	265
2025 Q4	$142K	Hold	2,584	–	–	0.02%	243
2025 Q3	$139K	Buy	2,584 +2,502	+3,051%	+$133K	0.02%	223
2025 Q2	$4.29K	Sell	82 -500	-86%	-$24.7K	﹤0.01%	225
2025 Q1	$29K	Hold	582	–	–	﹤0.01%	195
2024 Q4	$28.1K	Buy	+582	New	+$28.1K	﹤0.01%	180
2023 Q1	–	Sell	-4,195	Closed	-$143K	–	183
2022 Q4	$143K	Buy	+4,195	New	+$142K	0.04%	142

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

Family Management's XLF Position: Q2 2026 in Review

Family Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 2,584 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #288.

Family Management first reported a position in XLF in Q4 2022 and has held it in 8 quarters since. The position peaked at $143K in Q4 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Family Management held 2,584 shares of State Street Financial Select Sector SPDR ETF worth $139K as of Q2 2026.
Family Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Family Management's portfolio in Q2 2026, its #288 holding.
Family Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Family Management's State Street Financial Select Sector SPDR ETF position peaked at $143K in Q4 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.