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

Formidable 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	$354K	Sell	7,169 -263	-4%	-$13.7K	0.06%	287
2026 Q1	$407K	Sell	7,432 -757	-9%	-$39.4K	0.06%	256
2025 Q4	$441K	Sell	8,189 -20	-0.2%	-$1.07K	0.06%	263
2025 Q3	$430K	Sell	8,209 -147	-2%	-$7.79K	0.07%	271
2025 Q2	$416K	Hold	8,356	–	–	0.07%	260
2025 Q1	$416K	Sell	8,356 -230	-3%	-$11.5K	0.07%	258
2024 Q4	$415K	Sell	8,586 -4	-0%	-$193	0.07%	261
2024 Q3	$389K	Sell	8,590 -1,614	-16%	-$70.4K	0.06%	256
2024 Q2	$419K	Sell	10,204 -317	-3%	-$13K	0.07%	259
2024 Q1	$443K	Sell	10,521 -649	-6%	-$25.6K	0.07%	242
2023 Q4	$420K	Buy	11,170 +1	+0%	+$35	0.09%	189
2023 Q3	$370K	Buy	11,169 +1	+0%	+$34	0.08%	203
2023 Q2	$376K	Buy	11,168 +1	+0%	+$33	0.08%	198
2023 Q1	$360K	Sell	11,167 -469	-4%	-$16.3K	0.08%	208
2022 Q4	$398K	Sell	11,636 -203	-2%	-$6.87K	0.09%	190
2022 Q3	$391K	Buy	11,839 +17	+0.1%	+$562	0.09%	185
2022 Q2	$373K	Buy	11,822 +1	+0%	+$35	0.08%	206
2022 Q1	$453K	Buy	11,821 +49	+0.4%	+$1.92K	0.09%	193
2021 Q4	$477K	Sell	11,772 -437	-4%	-$17.2K	0.09%	192
2021 Q3	$458K	Buy	+12,209	New	+$457K	0.09%	209
2021 Q2	–	Sell	-12,409	Closed	-$428K	–	338
2021 Q1	$428K	Sell	12,409 -267	-2%	-$8.58K	0.09%	177
2020 Q4	$369K	Sell	12,676 -495	-4%	-$13.2K	0.09%	186
2020 Q3	$320K	Sell	13,171 -345	-3%	-$8.39K	0.09%	172
2020 Q2	$326K	Buy	+13,516	New	+$307K	0.1%	171
2020 Q1	–	Sell	-13,849	Closed	-$426K	–	285
2019 Q4	$426K	Buy	13,849 +229	+2%	+$6.72K	0.13%	134
2019 Q3	$382K	Sell	13,620 -52,554	-79%	-$1.45M	0.35%	53
2019 Q2	$1.83M	Buy	66,174 +46,449	+235%	+$1.26M	0.63%	29
2019 Q1	$2.04M	Buy	19,725 +1,150	+6%	+$29.7K	0.8%	19
2018 Q4	$442K	Sell	18,575 -440	-2%	-$11.4K	0.23%	72
2018 Q3	$531K	Buy	19,015 +4,912	+35%	+$137K	0.21%	87
2018 Q2	$375K	Buy	14,103 +65	+0.5%	+$1.79K	0.16%	88
2018 Q1	$387K	Buy	14,038 +270	+2%	+$7.78K	0.19%	80
2017 Q4	$384K	Buy	13,768 +400	+3%	+$10.8K	0.18%	89
2017 Q3	$346K	Sell	13,368 -1,500	-10%	-$37.4K	0.15%	139
2017 Q2	$367K	Buy	14,868 +200	+1%	+$4.75K	0.18%	103
2017 Q1	$349K	Buy	14,668 +1,460	+11%	+$35K	0.15%	129
2016 Q4	$307K	Buy	+13,208	New	+$283K	0.16%	131
2016 Q2	–	Sell	-8,894	Closed	-$183K	–	434
2016 Q1	$183K	Sell	8,894 -285	-3%	-$5.43K	0.13%	123
2015 Q4	$186K	Buy	9,179 +569	+7%	+$12K	0.13%	139
2015 Q3	$171K	Hold	8,610	–	–	0.11%	152
2015 Q2	$184K	Hold	8,610	–	–	0.12%	137
2015 Q1	$186K	Hold	8,610	–	–	0.12%	132
2014 Q4	$187K	Hold	8,610	–	–	0.13%	122
2014 Q3	$181K	Hold	8,610	–	–	0.12%	124
2014 Q2	$172K	Hold	8,610	–	–	0.1%	142
2014 Q1	$164K	Hold	8,610	–	–	0.11%	121
2013 Q4	$161K	Hold	8,610	–	–	0.11%	132
2013 Q3	$151K	Buy	+8,610	New	+$153K	0.13%	115

Other funds holding XLF

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

Formidable Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q2 2026, selling an estimated $13.7K and leaving 7,169 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #287.

Formidable Asset Management first reported a position in XLF in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.04M in Q1 2019. 389 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Formidable Asset Management held 7,169 shares of State Street Financial Select Sector SPDR ETF worth $354K as of Q2 2026.
Formidable Asset Management sold 263 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Formidable Asset Management's portfolio in Q2 2026, its #287 holding.
Formidable Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
Formidable Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.04M in Q1 2019.
389 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.