First Merchants Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Merchants Corp’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	$6.1M	Buy	113,750 +706	+0.6%	+$36.7K	0.21%	102
2026 Q1	$5.58M	Buy	113,044 +7,076	+7%	+$369K	0.21%	109
2025 Q4	$5.8M	Buy	105,968 +621	+0.6%	+$33.1K	0.21%	105
2025 Q3	$5.68M	Sell	105,347 -10,733	-9%	-$569K	0.21%	112
2025 Q2	$6.08M	Sell	116,080 -2,876	-2%	-$142K	0.24%	105
2025 Q1	$5.93M	Buy	118,956 +8,698	+8%	+$436K	0.24%	105
2024 Q4	$5.33M	Sell	110,258 -1,518	-1%	-$73.4K	0.2%	116
2024 Q3	$5.07M	Buy	111,776 +185	+0.2%	+$8.07K	0.19%	121
2024 Q2	$4.59M	Sell	111,591 -2,127	-2%	-$87.5K	0.18%	126
2024 Q1	$4.79M	Sell	113,718 -3,014	-3%	-$119K	0.36%	89
2023 Q4	$4.39M	Buy	116,732 +126	+0.1%	+$4.36K	0.36%	90
2023 Q3	$3.87M	Buy	116,606 +3,003	+3%	+$103K	0.34%	94
2023 Q2	$3.83M	Buy	113,603 +673	+0.6%	+$22K	0.32%	94
2023 Q1	$3.63M	Buy	112,930 +3,704	+3%	+$129K	0.32%	97
2022 Q4	$3.74M	Buy	109,226 +3,854	+4%	+$130K	0.34%	96
2022 Q3	$3.2M	Buy	105,372 +7,714	+8%	+$255K	0.32%	97
2022 Q2	$3.07M	Sell	97,658 -18,863	-16%	-$652K	0.3%	104
2022 Q1	$4.46M	Sell	116,521 -4,680	-4%	-$183K	0.37%	87
2021 Q4	$4.73M	Buy	121,201 +5,107	+4%	+$201K	0.37%	85
2021 Q3	$4.36M	Buy	116,094 +7,512	+7%	+$281K	0.28%	88
2021 Q2	$3.98M	Buy	108,582 +2,499	+2%	+$91.4K	0.26%	99
2021 Q1	$3.61M	Buy	106,083 +13,199	+14%	+$424K	0.24%	103
2020 Q4	$2.74M	Buy	92,884 +2,240	+2%	+$59.9K	0.19%	116
2020 Q3	$2.18M	Buy	90,644 +1,855	+2%	+$45.1K	0.17%	124
2020 Q2	$2.05M	Buy	88,789 +10,134	+13%	+$230K	0.17%	122
2020 Q1	$1.64M	Buy	78,655 +3,898	+5%	+$107K	0.21%	126
2019 Q4	$2.3M	Sell	74,757 -4,732	-6%	-$139K	0.24%	124
2019 Q3	$2.23M	Buy	+79,489	New	+$2.19M	0.24%	121
2015 Q3	–	Sell	-29,852	Closed	-$639K	–	142
2015 Q2	$639K	Buy	29,852 +12,539	+72%	+$271K	0.2%	111
2015 Q1	$367K	Buy	+17,313	New	+$366K	0.11%	130

Other funds holding XLF

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Merchants Corp's XLF Position: Q2 2026 in Review

First Merchants Corp increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.62% in Q2 2026, buying an estimated $36.7K and bringing the position to 113,750 shares worth $6.1M. The position accounts for 0.21% of the portfolio, ranked #102.

First Merchants Corp first reported a position in XLF in Q1 2015 and has held it in 30 quarters since. 331 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

First Merchants Corp held 113,750 shares of State Street Financial Select Sector SPDR ETF worth $6.1M as of Q2 2026.
First Merchants Corp bought 706 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.7K.
State Street Financial Select Sector SPDR ETF made up 0.21% of First Merchants Corp's portfolio in Q2 2026, its #102 holding.
First Merchants Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 30 quarters since.
331 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.