Foster Dykema Cabot & Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Foster Dykema Cabot & Partners’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	–	Sell	-808	Closed	-$39.9K	–	330
2026 Q1	$39.9K	Hold	808	–	–	﹤0.01%	188
2025 Q4	$44.3K	Sell	808 -4,786	-86%	-$255K	﹤0.01%	195
2025 Q3	$301K	Hold	5,594	–	–	0.02%	110
2025 Q2	$293K	Hold	5,594	–	–	0.02%	108
2025 Q1	$279K	Sell	5,594 -234	-4%	-$11.7K	0.02%	103
2024 Q4	$282K	Sell	5,828 -1	-0%	-$48	0.02%	111
2024 Q3	$264K	Sell	5,829 -6,274	-52%	-$274K	0.02%	107
2024 Q2	$498K	Sell	12,103 -444	-4%	-$18.3K	0.04%	62
2024 Q1	$528K	Sell	12,547 -359,291	-97%	-$14.2M	0.05%	63
2023 Q4	$14M	Buy	+371,838	New	+$12.9M	1.48%	24

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

Foster Dykema Cabot & Partners's XLF Position: Q2 2026 in Review

Foster Dykema Cabot & Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 808 shares — an estimated $39.9K sold.

Foster Dykema Cabot & Partners first reported a position in XLF in Q4 2023 and held it in 10 quarters. The position peaked at $14M in Q4 2023. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Foster Dykema Cabot & Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 808 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $39.9K.
Foster Dykema Cabot & Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
Foster Dykema Cabot & Partners's State Street Financial Select Sector SPDR ETF position peaked at $14M in Q4 2023.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.