Fountainhead AM’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fountainhead AM’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	$11.6K	Sell	216 -230	-52%	-$12K	0.01%	189
2026 Q1	$22K	Buy	446 +21	+5%	+$1.09K	0.02%	175
2025 Q4	$23.3K	Sell	425 -13,900	-97%	-$741K	0.03%	119
2025 Q3	$772K	Buy	14,325 +518	+4%	+$27.4K	0.1%	82
2025 Q2	$723K	Sell	13,807 -9,123	-40%	-$452K	0.1%	80
2025 Q1	$1.14M	Buy	22,930 +6,504	+40%	+$326K	0.19%	48
2024 Q4	$794K	Buy	16,426 +6,901	+72%	+$334K	0.14%	59
2024 Q3	$432K	Buy	9,525 +332	+4%	+$14.5K	0.09%	79
2024 Q2	$378K	Sell	9,193 -642	-7%	-$26.4K	0.09%	76
2024 Q1	$414K	Buy	9,835 +1,187	+14%	+$46.9K	0.1%	75
2023 Q4	$325K	Buy	8,648 +916	+12%	+$31.7K	0.09%	79
2023 Q3	$256K	Buy	+7,732	New	+$266K	0.09%	75
2022 Q2	–	Sell	-5,226	Closed	-$200K	–	76
2022 Q1	$200K	Buy	+5,226	New	+$204K	0.09%	72

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

Fountainhead AM's XLF Position: Q2 2026 in Review

Fountainhead AM reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 52% in Q2 2026, selling an estimated $12K and leaving 216 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #189.

Fountainhead AM first reported a position in XLF in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q1 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fountainhead AM held 216 shares of State Street Financial Select Sector SPDR ETF worth $11.6K as of Q2 2026.
Fountainhead AM sold 230 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #189 holding.
Fountainhead AM first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Fountainhead AM's State Street Financial Select Sector SPDR ETF position peaked at $1.14M in Q1 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.