Hamilton Point Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hamilton Point Investment Advisors’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	$67K	Hold	1,250	–	–	0.01%	163
2026 Q1	$61.7K	Sell	1,250 -143	-10%	-$7.45K	0.01%	157
2025 Q4	$76.3K	Buy	+1,393	New	+$74.2K	0.01%	157
2025 Q2	–	Sell	-571	Closed	-$28.4K	–	165
2025 Q1	$28.4K	Buy	+571	New	+$28.6K	0.01%	138
2024 Q4	–	Sell	-2,000	Closed	-$90.6K	–	176
2024 Q3	$90.6K	Buy	+2,000	New	+$87.3K	0.02%	132
2023 Q2	–	Sell	-1,229	Closed	-$39.5K	–	150
2023 Q1	$39.5K	Buy	+1,229	New	+$42.7K	0.01%	130

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

Hamilton Point Investment Advisors's XLF Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,250 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #163.

Hamilton Point Investment Advisors first reported a position in XLF in Q1 2023 and has held it in 6 quarters since. The position peaked at $90.6K in Q3 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Hamilton Point Investment Advisors held 1,250 shares of State Street Financial Select Sector SPDR ETF worth $67K as of Q2 2026.
Hamilton Point Investment Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #163 holding.
Hamilton Point Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
Hamilton Point Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $90.6K in Q3 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.