Herold Advisors
XLF icon

Herold Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Herold 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
Q3 		$357K Sell
6,694
-999
-13% -$56.6K 0.07% 203
2026
Q2 		$411K Sell
7,693
-99
-1% -$5.14K 0.08% 194
2026
Q1 		$385K Sell
7,792
-23
-0.3% -$1.2K 0.08% 193
2025
Q4 		$428K Sell
7,815
-60
-0.8% -$3.2K 0.1% 181
2025
Q3 		$424K Sell
7,875
-1,117
-12% -$59.2K 0.1% 174
2025
Q2 		$471K Buy
8,992
+523
+6% +$25.9K 0.1% 193
2025
Q1 		$422K Buy
8,469
+298
+4% +$14.9K 0.09% 189
2024
Q4 		$395K Buy
8,171
+33
+0.4% +$1.6K 0.09% 197
2024
Q3 		$369K Buy
8,138
+307
+4% +$13.4K 0.08% 211
2024
Q2 		$322K Sell
7,831
-320
-4% -$13.2K 0.07% 212
2024
Q1 		$343K Buy
8,151
+77
+1% +$3.04K 0.08% 207
2023
Q4 		$304K Buy
8,074
+72
+0.9% +$2.49K 0.08% 201
2023
Q3 		$265K Sell
8,002
-150
-2% -$5.17K 0.08% 210
2023
Q2 		$275K Sell
8,152
-2,142
-21% -$69.9K 0.08% 206
2023
Q1 		$331K Buy
10,294
+725
+8% +$25.2K 0.11% 174
2022
Q4 		$327K Buy
9,569
+356
+4% +$12K 0.14% 149
2022
Q3 		$279K Buy
9,213
+4
+0% +$132 0.13% 153
2022
Q2 		$289K Buy
9,209
+4
+0% +$138 0.13% 160
2022
Q1 		$353K Buy
9,205
+1,052
+13% +$41.1K 0.13% 149
2021
Q4 		$318K Buy
8,153
+601
+8% +$23.6K 0.12% 159
2021
Q3 		$283K Buy
+7,552
New +$283K 0.11% 162

Other funds holding XLF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Herold Advisors's XLF Position: Q3 2026 in Review

Herold Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q3 2026, selling an estimated $56.6K and leaving 6,694 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #203.

Herold Advisors first reported a position in XLF in Q3 2021 and has held it in 21 quarters since. The position peaked at $471K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Herold Advisors held 6,694 shares of State Street Financial Select Sector SPDR ETF worth $357K as of Q3 2026.
  • Herold Advisors sold 999 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $56.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Herold Advisors's portfolio in Q3 2026, its #203 holding.
  • Herold Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's State Street Financial Select Sector SPDR ETF position peaked at $471K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.