Fischer Investment Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fischer Investment Strategies’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	$356K	Sell	6,635 -1,935	-23%	-$101K	0.17%	42
2026 Q1	$423K	Sell	8,570 -10,528	-55%	-$549K	0.25%	33
2025 Q4	$1.05M	Sell	19,098 -2,446	-11%	-$130K	0.61%	29
2025 Q3	$1.16M	Sell	21,544 -65,265	-75%	-$3.46M	0.7%	24
2025 Q2	$4.55M	Sell	86,809 -5,819	-6%	-$288K	3.05%	11
2025 Q1	$4.61M	Buy	92,628 +3,969	+4%	+$199K	3.4%	11
2024 Q4	$4.28M	Buy	+88,659	New	+$4.29M	3.4%	10

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Fischer Investment Strategies's XLF Position: Q2 2026 in Review

Fischer Investment Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, selling an estimated $101K and leaving 6,635 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #42.

Fischer Investment Strategies first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.61M in Q1 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fischer Investment Strategies held 6,635 shares of State Street Financial Select Sector SPDR ETF worth $356K as of Q2 2026.
Fischer Investment Strategies sold 1,935 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Financial Select Sector SPDR ETF made up 0.17% of Fischer Investment Strategies's portfolio in Q2 2026, its #42 holding.
Fischer Investment Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Fischer Investment Strategies's State Street Financial Select Sector SPDR ETF position peaked at $4.61M in Q1 2025.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.