Grimes & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Grimes & Company’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	$33.6M	Buy	626,956 +333,584	+114%	+$17.3M	0.73%	27
2026 Q1	$14.5M	Sell	293,372 -309,488	-51%	-$16.1M	0.4%	53
2025 Q4	$33M	Buy	602,860 +204,242	+51%	+$10.9M	0.79%	23
2025 Q3	$21.5M	Buy	398,618 +13,254	+3%	+$702K	0.53%	37
2025 Q2	$20.2M	Buy	385,364 +12,889	+3%	+$638K	0.55%	34
2025 Q1	$18.6M	Buy	+372,475	New	+$18.7M	0.57%	40
2024 Q2	–	Sell	-352,196	Closed	-$14.8M	–	361
2024 Q1	$14.8M	Buy	+352,196	New	+$13.9M	0.46%	57
2023 Q4	–	Sell	-356,745	Closed	-$11.8M	–	338
2023 Q3	$11.8M	Sell	356,745 -173,277	-33%	-$5.97M	0.46%	53
2023 Q2	$17.9M	Buy	+530,022	New	+$17.3M	0.63%	33
2022 Q4	–	Sell	-42,597	Closed	-$1.29M	–	306
2022 Q3	$1.29M	Sell	42,597 -304,139	-88%	-$10.1M	0.07%	127
2022 Q2	$10.9M	Sell	346,736 -3,781	-1%	-$131K	0.55%	42
2022 Q1	$13.4M	Sell	350,517 -275,799	-44%	-$10.8M	0.7%	42
2021 Q4	$24.5M	Buy	626,316 +39,678	+7%	+$1.56M	1.12%	17
2021 Q3	$22M	Buy	+586,638	New	+$21.9M	0.96%	23
2019 Q3	–	Sell	-617,143	Closed	-$17M	–	262
2019 Q2	$17M	Buy	+617,143	New	+$16.7M	1.29%	19

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company's XLF Position: Q2 2026 in Review

Grimes & Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 114% in Q2 2026, buying an estimated $17.3M and bringing the position to 626,956 shares worth $33.6M. The position accounts for 0.73% of the portfolio, ranked #27.

Grimes & Company first reported a position in XLF in Q2 2019 and has held it in 15 quarters since. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Grimes & Company held 626,956 shares of State Street Financial Select Sector SPDR ETF worth $33.6M as of Q2 2026.
Grimes & Company bought 333,584 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.3M.
State Street Financial Select Sector SPDR ETF made up 0.73% of Grimes & Company's portfolio in Q2 2026, its #27 holding.
Grimes & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 15 quarters since.
870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.