Henson-Edgewater Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Henson-Edgewater Management’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	$2.64M	Sell	45,648 -129	-0.3%	-$6.71K	1.38%	21
2026 Q1	$2.26M	Sell	45,777 -23	-0.1%	-$1.2K	1.44%	22
2025 Q4	$2.51M	Buy	+45,800	New	+$2.44M	1.48%	20

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

Henson-Edgewater Management's XLF Position: Q2 2026 in Review

Henson-Edgewater Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.28% in Q2 2026, selling an estimated $6.71K and leaving 45,648 shares worth $2.64M. The position accounts for 1.38% of the portfolio, ranked #21.

Henson-Edgewater Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Henson-Edgewater Management held 45,648 shares of State Street Financial Select Sector SPDR ETF worth $2.64M as of Q2 2026.
Henson-Edgewater Management sold 129 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.71K.
State Street Financial Select Sector SPDR ETF made up 1.38% of Henson-Edgewater Management's portfolio in Q2 2026, its #21 holding.
Henson-Edgewater Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.