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First United Bank & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First United Bank & 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 		$352K Buy
6,557
+117
+2% +$6.08K 0.1% 125
2026
Q1 		$318K Sell
6,440
-348
-5% -$18.1K 0.1% 121
2025
Q4 		$372K Sell
6,788
-30
-0.4% -$1.6K 0.12% 117
2025
Q3 		$367K Buy
6,818
+109
+2% +$5.78K 0.12% 116
2025
Q2 		$351K Sell
6,709
-827
-11% -$40.9K 0.12% 117
2025
Q1 		$375K Buy
7,536
+105
+1% +$5.27K 0.14% 109
2024
Q4 		$359K Sell
7,431
-77
-1% -$3.72K 0.13% 113
2024
Q3 		$340K Buy
7,508
+157
+2% +$6.85K 0.12% 119
2024
Q2 		$302K Sell
7,351
-75
-1% -$3.09K 0.11% 125
2024
Q1 		$313K Sell
7,426
-105
-1% -$4.14K 0.12% 124
2023
Q4 		$283K Sell
7,531
-200
-3% -$6.92K 0.11% 126
2023
Q3 		$256K Sell
7,731
-249
-3% -$8.58K 0.12% 126
2023
Q2 		$269K Sell
7,980
-510
-6% -$16.6K 0.12% 127
2023
Q1 		$273K Sell
8,490
-195
-2% -$6.78K 0.13% 126
2022
Q4 		$297K Sell
8,685
-130
-1% -$4.4K 0.15% 114
2022
Q3 		$268K Sell
8,815
-625
-7% -$20.7K 0.13% 125
2022
Q2 		$297K Sell
9,440
-1,082
-10% -$37.4K 0.14% 124
2022
Q1 		$403K Sell
10,522
-617
-6% -$24.1K 0.16% 116
2021
Q4 		$435K Sell
11,139
-1,023
-8% -$40.2K 0.16% 114
2021
Q3 		$456K Sell
12,162
-112
-0.9% -$4.19K 0.19% 107
2021
Q2 		$450K Buy
12,274
+9
+0.1% +$329 0.19% 109
2021
Q1 		$417K Sell
12,265
-175
-1% -$5.62K 0.18% 107
2020
Q4 		$367K Sell
12,440
-3,050
-20% -$81.6K 0.18% 98
2020
Q3 		$373K Sell
15,490
-5,435
-26% -$132K 0.21% 95
2020
Q2 		$484K Sell
20,925
-7,200
-26% -$163K 0.29% 86
2020
Q1 		$585K Sell
28,125
-13,759
-33% -$379K 0.42% 75
2019
Q4 		$1.29M Sell
41,884
-3,152
-7% -$92.5K 0.74% 49
2019
Q3 		$1.26M Sell
45,036
-19,684
-30% -$543K 0.79% 47
2019
Q2 		$1.79M Sell
64,720
-1,034
-2% -$28K 1.06% 30
2019
Q1 		$1.69M Sell
65,754
-397
-0.6% -$10.2K 1.04% 33
2018
Q4 		$1.57M Buy
66,151
+485
+0.7% +$12.6K 1.1% 31
2018
Q3 		$1.81M Sell
65,666
-450
-0.7% -$12.6K 1.13% 31
2018
Q2 		$1.76M Sell
66,116
-886
-1% -$24.4K 1.16% 33
2018
Q1 		$1.85M Buy
67,002
+12,048
+22% +$347K 1.21% 30
2017
Q4 		$1.53M Buy
54,954
+450
+0.8% +$12.1K 1% 39
2017
Q3 		$1.41M Buy
54,504
+3,544
+7% +$88.4K 0.94% 41
2017
Q2 		$1.26M Buy
50,960
+340
+0.7% +$8.07K 0.85% 45
2017
Q1 		$1.2M Buy
50,620
+18,690
+59% +$448K 0.84% 44
2016
Q4 		$742K Buy
31,930
+9,590
+43% +$206K 0.56% 60
2016
Q3 		$431K Sell
22,340
-5,985
-21% -$123K 0.36% 73
2016
Q2 		$568K Sell
28,325
-638
-2% -$12.9K 0.49% 62
2016
Q1 		$572K Buy
28,963
+968
+3% +$18.4K 0.53% 60
2015
Q4 		$585K Buy
27,995
+1,174
+4% +$24.7K 0.53% 61
2015
Q3 		$533K Buy
26,821
+182
+0.7% +$3.86K 0.52% 64
2015
Q2 		$570K Buy
26,639
+2,164
+9% +$46.7K 0.52% 64
2015
Q1 		$518K Buy
24,475
+2,598
+12% +$55K 0.47% 66
2014
Q4 		$475K Buy
21,877
+2,551
+13% +$53.4K 0.46% 67
2014
Q3 		$393K Buy
19,326
+302
+2% +$6.1K 0.4% 74
2014
Q2 		$380K Buy
19,024
+3,440
+22% +$67K 0.4% 71
2014
Q1 		$306K Sell
15,584
-2,631
-14% -$50.2K 0.33% 75
2013
Q4 		$350K Buy
18,215
+3,070
+20% +$56.5K 0.39% 70
2013
Q3 		$265K Buy
15,145
+1,134
+8% +$20.1K 0.32% 72
2013
Q2 		$239K Buy
+14,011
New +$235K 0.32% 71

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 United Bank & Trust's XLF Position: Q2 2026 in Review

First United Bank & Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q2 2026, buying an estimated $6.08K and bringing the position to 6,557 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #125.

First United Bank & Trust first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.85M in Q1 2018. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • First United Bank & Trust held 6,557 shares of State Street Financial Select Sector SPDR ETF worth $352K as of Q2 2026.
  • First United Bank & Trust bought 117 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.08K.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of First United Bank & Trust's portfolio in Q2 2026, its #125 holding.
  • First United Bank & Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's State Street Financial Select Sector SPDR ETF position peaked at $1.85M in Q1 2018.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.