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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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. 389 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.
  • 389 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.