First American Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First American Trust’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	$229K	Buy	+4,281	New	+$222K	0.01%	274
2021 Q2	–	Sell	-11,890	Closed	-$405K	–	163
2021 Q1	$405K	Buy	+11,890	New	+$382K	0.06%	115
2018 Q2	–	Sell	-9,999	Closed	-$276K	–	142
2018 Q1	$276K	Buy	+9,999	New	+$288K	0.07%	105

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

First American Trust's XLF Position: Q2 2026 in Review

First American Trust opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,281 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: First American Trust previously reported a position in XLF as recently as Q1 2021.

First American Trust first reported a position in XLF in Q1 2018 and has held it in 3 quarters since. The position peaked at $405K in Q1 2021. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

First American Trust held 4,281 shares of State Street Financial Select Sector SPDR ETF worth $229K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new First American Trust position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of First American Trust's portfolio in Q2 2026, its #274 holding.
First American Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 3 quarters since.
First American Trust's State Street Financial Select Sector SPDR ETF position peaked at $405K in Q1 2021.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.