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

Financial Perspectives’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	$122K	Buy	2,268 +583	+35%	+$30.3K	0.03%	224
2026 Q1	$83.2K	Buy	1,685 +4	+0.2%	+$208	0.02%	252
2025 Q4	$92.1K	Hold	1,681	–	–	0.02%	234
2025 Q3	$90.6K	Hold	1,681	–	–	0.03%	246
2025 Q2	$88K	Hold	1,681	–	–	0.03%	241
2025 Q1	$83.7K	Hold	1,681	–	–	0.03%	234
2024 Q4	$81.2K	Hold	1,681	–	–	0.03%	249
2024 Q3	$76.2K	Hold	1,681	–	–	0.03%	246
2024 Q2	$69.1K	Hold	1,681	–	–	0.03%	239
2024 Q1	$70.8K	Hold	1,681	–	–	0.03%	244
2023 Q4	$63.2K	Hold	1,681	–	–	0.03%	250
2023 Q3	$55.8K	Hold	1,681	–	–	0.03%	247
2023 Q2	$56.7K	Buy	1,681 +239	+17%	+$7.8K	0.02%	246
2023 Q1	$46.4K	Hold	1,442	–	–	0.02%	266
2022 Q4	$49.3K	Hold	1,442	–	–	0.03%	250
2022 Q3	$43.8K	Sell	1,442 -202	-12%	-$6.68K	0.02%	249
2022 Q2	$51.7K	Buy	1,644 +1	+0.1%	+$35	0.03%	234
2022 Q1	$63K	Buy	1,643 +201	+14%	+$7.86K	0.03%	232
2021 Q4	$56.3K	Hold	1,442	–	–	0.03%	229
2021 Q3	$54.1K	Sell	1,442 -134	-9%	-$5.01K	0.03%	231
2021 Q2	$57.8K	Buy	1,576 +205	+15%	+$7.5K	0.03%	241
2021 Q1	$46.7K	Sell	1,371 -308	-18%	-$9.89K	0.03%	248
2020 Q4	$49.5K	Buy	1,679 +466	+38%	+$12.5K	0.03%	230
2020 Q3	$29.2K	Hold	1,213	–	–	0.02%	243
2020 Q2	$28.1K	Buy	1,213 +136	+13%	+$3.09K	0.02%	233
2020 Q1	$22.4K	Buy	1,077 +6	+0.6%	+$165	0.02%	228
2019 Q4	$33K	Buy	+1,071	New	+$31.4K	0.02%	211

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 Perspectives's XLF Position: Q2 2026 in Review

Financial Perspectives increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 35% in Q2 2026, buying an estimated $30.3K and bringing the position to 2,268 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #224.

Financial Perspectives first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Financial Perspectives held 2,268 shares of State Street Financial Select Sector SPDR ETF worth $122K as of Q2 2026.
Financial Perspectives bought 583 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $30.3K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #224 holding.
Financial Perspectives first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.