Floyd Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Floyd Financial Group’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 Q3	$4.49M	Buy	81,960 +43,041	+111%	+$2.44M	2.81%	12
2026 Q2	$2.19M	Sell	38,919 -758	-2%	-$39.4K	1.43%	20
2026 Q1	$2.07M	Buy	39,677 +581	+1%	+$30.3K	1.38%	23
2025 Q4	$2.05M	Buy	39,096 +3,327	+9%	+$177K	1.39%	23
2025 Q3	$1.88M	Buy	+35,769	New	+$1.9M	1.4%	23
2025 Q2	–	Sell	-106,295	Closed	-$5.29M	–	62
2025 Q1	$5.29M	Buy	106,295 +2,186	+2%	+$110K	4.79%	6
2024 Q4	$4.93M	Buy	+104,109	New	+$5.03M	4.05%	6

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Floyd Financial Group's XLF Position: Q3 2026 in Review

Floyd Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 111% in Q3 2026, buying an estimated $2.44M and bringing the position to 81,960 shares worth $4.49M. The position accounts for 2.81% of the portfolio, ranked #12.

Floyd Financial Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q1 2025. 1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Floyd Financial Group held 81,960 shares of State Street Financial Select Sector SPDR ETF worth $4.49M as of Q3 2026.
Floyd Financial Group bought 43,041 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $2.44M.
State Street Financial Select Sector SPDR ETF made up 2.81% of Floyd Financial Group's portfolio in Q3 2026, its #12 holding.
Floyd Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Floyd Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $5.29M in Q1 2025.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.