Fusion Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fusion Capital’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	$387K	Buy	7,216 +195	+3%	+$10.1K	0.09%	75
2026 Q1	$347K	Sell	7,021 -913	-12%	-$47.6K	0.09%	71
2025 Q4	$435K	Sell	7,934 -483	-6%	-$25.7K	0.12%	65
2025 Q3	$441K	Buy	8,417 +283	+3%	+$15K	0.13%	67
2025 Q2	$426K	Sell	8,134 -572	-7%	-$28.3K	0.15%	66
2025 Q1	$434K	Sell	8,706 -554	-6%	-$27.8K	0.17%	60
2024 Q4	$448K	Buy	9,260 +29	+0.3%	+$1.4K	0.18%	62
2024 Q3	$418K	Buy	9,231 +25	+0.3%	+$1.09K	0.18%	60
2024 Q2	$378K	Buy	9,206 +27	+0.3%	+$1.11K	0.17%	60
2024 Q1	$387K	Sell	9,179 -693	-7%	-$27.4K	0.18%	58
2023 Q4	$371K	Buy	9,872 +137	+1%	+$4.74K	0.19%	52
2023 Q3	$323K	Buy	9,735 +35	+0.4%	+$1.21K	0.18%	54
2023 Q2	$327K	Sell	9,700 -610	-6%	-$19.9K	0.18%	56
2023 Q1	$331K	Sell	10,310 -71	-0.7%	-$2.47K	0.19%	52
2022 Q4	$355K	Sell	10,381 -50	-0.5%	-$1.69K	0.21%	49
2022 Q3	$317K	Sell	10,431 -191	-2%	-$6.31K	0.21%	52
2022 Q2	$334K	Buy	10,622 +44	+0.4%	+$1.52K	0.21%	55
2022 Q1	$405K	Buy	10,578 +95	+0.9%	+$3.71K	0.21%	55
2021 Q4	$409K	Buy	10,483 +228	+2%	+$8.96K	0.21%	55
2021 Q3	$385K	Sell	10,255 -167	-2%	-$6.25K	0.23%	53
2021 Q2	$382K	Sell	10,422 -955	-8%	-$34.9K	0.23%	51
2021 Q1	$387K	Sell	11,377 -20	-0.2%	-$642	0.25%	47
2020 Q4	$336K	Sell	11,397 -967	-8%	-$25.9K	0.24%	48
2020 Q3	$298K	Sell	12,364 -1,749	-12%	-$42.5K	0.26%	48
2020 Q2	$327K	Sell	14,113 -1,746	-11%	-$39.6K	0.31%	39
2020 Q1	$330K	Sell	15,859 -137	-0.9%	-$3.77K	0.39%	34
2019 Q4	$492K	Buy	+15,996	New	+$469K	0.44%	36

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

Fusion Capital's XLF Position: Q2 2026 in Review

Fusion Capital increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 7,216 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #75.

Fusion Capital first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $492K in Q4 2019. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fusion Capital held 7,216 shares of State Street Financial Select Sector SPDR ETF worth $387K as of Q2 2026.
Fusion Capital bought 195 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Fusion Capital's portfolio in Q2 2026, its #75 holding.
Fusion Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Fusion Capital's State Street Financial Select Sector SPDR ETF position peaked at $492K in Q4 2019.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.