First Wilshire Securities Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Wilshire Securities Management’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	$641K	Hold	11,950	–	–	0.13%	49
2026 Q1	$590K	Hold	11,950	–	–	0.13%	53
2025 Q4	$655K	Hold	11,950	–	–	0.16%	53
2025 Q3	$644K	Hold	11,950	–	–	0.17%	53
2025 Q2	$626K	Hold	11,950	–	–	0.17%	53
2025 Q1	$595K	Hold	11,950	–	–	0.17%	48
2024 Q4	$578K	Hold	11,950	–	–	0.16%	52
2024 Q3	$542K	Hold	11,950	–	–	0.15%	52
2024 Q2	$491K	Hold	11,950	–	–	0.15%	54
2024 Q1	$503K	Sell	11,950 -600	-5%	-$23.7K	0.15%	56
2023 Q4	$472K	Sell	12,550 -80	-0.6%	-$2.77K	0.15%	57
2023 Q3	$419K	Hold	12,630	–	–	0.14%	59
2023 Q2	$426K	Hold	12,630	–	–	0.15%	56
2023 Q1	$406K	Hold	12,630	–	–	0.14%	57
2022 Q4	$432K	Hold	12,630	–	–	0.15%	57
2022 Q3	$383K	Hold	12,630	–	–	0.15%	58
2022 Q2	$397K	Hold	12,630	–	–	0.15%	54
2022 Q1	$484K	Hold	12,630	–	–	0.17%	48
2021 Q4	$493K	Hold	12,630	–	–	0.15%	50
2021 Q3	$474K	Buy	12,630 +300	+2%	+$11.2K	0.16%	51
2021 Q2	$452K	Buy	12,330 +230	+2%	+$8.41K	0.16%	49
2021 Q1	$412K	Sell	12,100 -1,618	-12%	-$52K	0.15%	54
2020 Q4	$404K	Hold	13,718	–	–	0.16%	55
2020 Q3	$330K	Buy	13,718 +1,318	+11%	+$32.1K	0.16%	60
2020 Q2	$287K	Hold	12,400	–	–	0.13%	61
2020 Q1	$258K	Sell	12,400 -150	-1%	-$4.13K	0.15%	63
2019 Q4	$386K	Hold	12,550	–	–	0.14%	73
2019 Q3	$351K	Hold	12,550	–	–	0.13%	77
2019 Q2	$346K	Hold	12,550	–	–	0.14%	86
2019 Q1	$323K	Hold	12,550	–	–	0.11%	98
2018 Q4	$299K	Hold	12,550	–	–	0.11%	95
2018 Q3	$346K	Sell	12,550 -675	-5%	-$18.9K	0.1%	98
2018 Q2	$352K	Hold	13,225	–	–	0.1%	90
2018 Q1	$365K	Buy	13,225 +4,800	+57%	+$138K	0.1%	94
2017 Q4	$235K	Buy	+8,425	New	+$227K	0.06%	108

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 Wilshire Securities Management's XLF Position: Q2 2026 in Review

First Wilshire Securities Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 11,950 shares worth $641K. The position accounts for 0.13% of the portfolio, ranked #49.

First Wilshire Securities Management first reported a position in XLF in Q4 2017 and has held it in 35 quarters since. The position peaked at $655K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

First Wilshire Securities Management held 11,950 shares of State Street Financial Select Sector SPDR ETF worth $641K as of Q2 2026.
First Wilshire Securities Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.13% of First Wilshire Securities Management's portfolio in Q2 2026, its #49 holding.
First Wilshire Securities Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
First Wilshire Securities Management's State Street Financial Select Sector SPDR ETF position peaked at $655K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.