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

Financial Management Professionals’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	$43.6K	Buy	+813	New	+$42.3K	﹤0.01%	304
2026 Q1	–	Sell	-307	Closed	-$16.8K	–	1032
2025 Q4	$16.8K	Hold	307	–	–	﹤0.01%	443
2025 Q3	$16.5K	Hold	307	–	–	﹤0.01%	442
2025 Q2	$16.1K	Hold	307	–	–	﹤0.01%	455
2025 Q1	$15.3K	Hold	307	–	–	﹤0.01%	470
2024 Q4	$14.8K	Hold	307	–	–	﹤0.01%	456
2024 Q3	$14K	Sell	307 -691	-69%	-$30.2K	﹤0.01%	481
2024 Q2	$41K	Sell	998 -1,763	-64%	-$72.6K	0.01%	287
2024 Q1	$116K	Buy	2,761 +1,887	+216%	+$74.5K	0.02%	188
2023 Q4	$33K	Buy	+874	New	+$30.3K	0.01%	321
2020 Q2	–	Sell	-79,880	Closed	-$1.66M	–	635
2020 Q1	$1.66M	Buy	79,880 +79,455	+18,695%	+$2.19M	0.7%	23
2019 Q4	$13K	Buy	+425	New	+$12.5K	﹤0.01%	171
2016 Q3	–	Sell	-65	Closed	-$1K	–	430
2016 Q2	$1K	Buy	+65	New	+$1.32K	﹤0.01%	400
2014 Q1	–	Sell	-137,670	Closed	-$2.64M	–	263
2013 Q4	$2.64M	Buy	137,670 +2,185	+2%	+$40.2K	1.78%	16
2013 Q3	$2.37M	Buy	+135,485	New	+$2.4M	1.47%	17

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

Financial Management Professionals's XLF Position: Q2 2026 in Review

Financial Management Professionals opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 813 shares worth $43.6K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in XLF as recently as Q4 2025.

Financial Management Professionals first reported a position in XLF in Q3 2013 and has held it in 15 quarters since. The position peaked at $2.64M in Q4 2013. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Financial Management Professionals held 813 shares of State Street Financial Select Sector SPDR ETF worth $43.6K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Financial Management Professionals position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #304 holding.
Financial Management Professionals first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 15 quarters since.
Financial Management Professionals's State Street Financial Select Sector SPDR ETF position peaked at $2.64M in Q4 2013.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.