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

Forum Financial 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	$417K	Sell	7,775 -782	-9%	-$40.6K	0.01%	233
2026 Q1	$422K	Buy	+8,557	New	+$446K	0.01%	219
2025 Q1	–	Sell	-9,320	Closed	-$450K	–	942
2024 Q4	$450K	Buy	9,320 +522	+6%	+$25.2K	0.01%	421
2024 Q3	$399K	Buy	8,798 +13	+0.1%	+$567	0.01%	405
2024 Q2	$361K	Buy	+8,785	New	+$362K	0.01%	413

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

Forum Financial Management's XLF Position: Q2 2026 in Review

Forum Financial Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.1% in Q2 2026, selling an estimated $40.6K and leaving 7,775 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #233.

Forum Financial Management first reported a position in XLF in Q2 2024 and has held it in 5 quarters since. The position peaked at $450K in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Forum Financial Management held 7,775 shares of State Street Financial Select Sector SPDR ETF worth $417K as of Q2 2026.
Forum Financial Management sold 782 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40.6K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #233 holding.
Forum Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
Forum Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $450K in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.