Flaharty Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Flaharty Asset 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	$2.65M	Sell	47,506 -593,407	-93%	-$30.8M	3.79%	4
2026 Q1	$31.6M	Buy	640,913 +10,346	+2%	+$539K	3.93%	4
2025 Q4	$34.7M	Sell	630,567 -33,680	-5%	-$1.79M	4.33%	5
2025 Q3	$35.8M	Buy	664,247 +19,757	+3%	+$1.05M	4.55%	6
2025 Q2	$33.8M	Buy	644,490 +30,538	+5%	+$1.51M	4.63%	5
2025 Q1	$30.6M	Buy	613,952 +161,526	+36%	+$8.1M	4.41%	7
2024 Q4	$21.9M	Buy	452,426 +5,284	+1%	+$255K	3.19%	12
2024 Q3	$20.3M	Buy	+447,142	New	+$19.5M	2.85%	15
2020 Q1	–	Sell	-265,390	Closed	-$8.17M	–	76
2019 Q4	$8.17M	Buy	265,390 +6,283	+2%	+$184K	2.89%	15
2019 Q3	$7.25M	Sell	259,107 -7,657	-3%	-$211K	2.75%	15
2019 Q2	$7.36M	Sell	266,764 -13,388	-5%	-$363K	2.86%	17
2019 Q1	$7.2M	Buy	280,152 +4,978	+2%	+$128K	2.9%	15
2018 Q4	$6.55M	Sell	275,174 -6,854	-2%	-$178K	2.8%	18
2018 Q3	$7.81M	Buy	282,028 +2,686	+1%	+$75.2K	3.03%	17
2018 Q2	$7.43M	Buy	279,342 +28,276	+11%	+$780K	2.9%	18
2018 Q1	$6.77M	Buy	251,066 +45,650	+22%	+$1.31M	2.85%	17
2017 Q4	$5.83M	Buy	205,416 +12,793	+7%	+$344K	2.55%	17
2017 Q3	$5.06M	Buy	192,623 +192,435	+102,359%	+$4.8M	2.6%	15
2017 Q2	$4.71K	Sell	188 -171,545	-100%	-$4.07M	2.64%	15
2017 Q1	$4.03M	Buy	171,733 +25,419	+17%	+$609K	2.53%	16
2016 Q4	$3.44M	Buy	+146,314	New	+$3.14M	10.92%	4

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

Flaharty Asset Management's XLF Position: Q2 2026 in Review

Flaharty Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 93% in Q2 2026, selling an estimated $30.8M and leaving 47,506 shares worth $2.65M. The position accounts for 3.79% of the portfolio, ranked #4.

Flaharty Asset Management first reported a position in XLF in Q4 2016 and has held it in 21 quarters since. The position peaked at $35.8M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Flaharty Asset Management held 47,506 shares of State Street Financial Select Sector SPDR ETF worth $2.65M as of Q2 2026.
Flaharty Asset Management sold 593,407 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $30.8M.
State Street Financial Select Sector SPDR ETF made up 3.79% of Flaharty Asset Management's portfolio in Q2 2026, its #4 holding.
Flaharty Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 21 quarters since.
Flaharty Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $35.8M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.