FHC
XLF icon

First Heartland Consultants’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Heartland Consultants’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 		$331K Sell
6,173
-451
-7% -$23.4K 0.02% 437
2026
Q1 		$327K Buy
6,624
+255
+4% +$13.3K 0.03% 384
2025
Q4 		$349K Sell
6,369
-1,022
-14% -$54.5K 0.03% 380
2025
Q3 		$398K Sell
7,391
-1,072
-13% -$56.8K 0.03% 334
2025
Q2 		$443K Buy
8,463
+392
+5% +$19.4K 0.04% 293
2025
Q1 		$402K Sell
8,071
-180
-2% -$9.03K 0.04% 280
2024
Q4 		$399K Buy
8,251
+443
+6% +$21.4K 0.04% 280
2024
Q3 		$354K Buy
7,808
+50
+0.6% +$2.18K 0.04% 303
2024
Q2 		$319 Sell
7,758
-1,005
-11% -$41.4K 0.02% 333
2024
Q1 		$369K Sell
8,763
-449
-5% -$17.7K 0.04% 298
2023
Q4 		$346K Sell
9,212
-501
-5% -$17.3K 0.04% 268
2023
Q3 		$322K Sell
9,713
-170
-2% -$5.86K 0.04% 279
2023
Q2 		$333K Sell
9,883
-829
-8% -$27.1K 0.04% 266
2023
Q1 		$344K Sell
10,712
-444
-4% -$15.4K 0.05% 254
2022
Q4 		$382K Sell
11,156
-257
-2% -$8.69K 0.06% 243
2022
Q3 		$346 Sell
11,413
-10,552
-48% -$349K 0.03% 226
2022
Q2 		$690K Sell
21,965
-7,497
-25% -$259K 0.11% 152
2022
Q1 		$1.13M Buy
29,462
+16,225
+123% +$634K 0.17% 102
2021
Q4 		$516 Buy
13,237
+1,926
+17% +$75.7K 0.02% 193
2021
Q3 		$424K Buy
11,311
+3
+0% +$112 0.06% 227
2021
Q2 		$415K Buy
11,308
+1,800
+19% +$65.8K 0.06% 239
2021
Q1 		$324K Buy
9,508
+519
+6% +$16.7K 0.05% 272
2020
Q4 		$265K Sell
8,989
-122
-1% -$3.26K 0.04% 270
2020
Q3 		$219K Sell
9,111
-3,896
-30% -$94.8K 0.04% 264
2020
Q2 		$301K Buy
13,007
+2,855
+28% +$64.8K 0.06% 213
2020
Q1 		$211K Sell
10,152
-4,720
-32% -$130K 0.05% 222
2019
Q4 		$458K Sell
14,872
-1,927
-11% -$56.6K 0.09% 182
2019
Q3 		$470K Buy
16,799
+345
+2% +$9.52K 0.1% 164
2019
Q2 		$454K Buy
16,454
+395
+2% +$10.7K 0.11% 165
2019
Q1 		$413K Buy
16,059
+5,265
+49% +$136K 0.12% 162
2018
Q4 		$257K Sell
10,794
-1,764
-14% -$45.8K 0.1% 193
2018
Q3 		$346K Sell
12,558
-2,096
-14% -$58.6K 0.11% 172
2018
Q2 		$390K Sell
14,654
-2,804
-16% -$77.3K 0.14% 160
2018
Q1 		$481K Buy
17,458
+469
+3% +$13.5K 0.14% 162
2017
Q4 		$474K Sell
16,989
-4,594
-21% -$124K 0.14% 157
2017
Q3 		$558K Buy
21,583
+886
+4% +$22.1K 0.14% 197
2017
Q2 		$511K Sell
20,697
-47,859
-70% -$1.14M 0.13% 196
2017
Q1 		$1.63M Buy
68,556
+1,008
+1% +$24.1K 0.45% 59
2016
Q4 		$1.57M Buy
+67,548
New +$1.45M 0.48% 54
2015
Q1 		– Sell
-26,497
Closed -$575K – 273
2014
Q4 		$575K Sell
26,497
-3,923
-13% -$82.2K 0.24% 120
2014
Q3 		$619K Buy
30,420
+263
+0.9% +$5.31K 0.27% 109
2014
Q2 		$602K Buy
30,157
+63
+0.2% +$1.23K 0.27% 106
2014
Q1 		$590K Sell
30,094
-974
-3% -$18.6K 0.29% 101
2013
Q4 		$596K Buy
31,068
+2,631
+9% +$48.4K 0.34% 91
2013
Q3 		$500K Buy
28,437
+479
+2% +$8.49K 0.3% 97
2013
Q2 		$477K Buy
+27,958
New +$469K 0.28% 105

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

First Heartland Consultants's XLF Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.8% in Q2 2026, selling an estimated $23.4K and leaving 6,173 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #437.

First Heartland Consultants first reported a position in XLF in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.63M in Q1 2017. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • First Heartland Consultants held 6,173 shares of State Street Financial Select Sector SPDR ETF worth $331K as of Q2 2026.
  • First Heartland Consultants sold 451 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #437 holding.
  • First Heartland Consultants first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
  • First Heartland Consultants's State Street Financial Select Sector SPDR ETF position peaked at $1.63M in Q1 2017.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.