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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Herold Advisors's XLF Position: Q1 2026 in Review

Herold Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.29% in Q1 2026, selling an estimated $1.2K and leaving 7,792 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #193.

Herold Advisors first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $471K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Herold Advisors held 7,792 shares of State Street Financial Select Sector SPDR ETF worth $385K as of Q1 2026.
  • Herold Advisors sold 23 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #193 holding.
  • Herold Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's State Street Financial Select Sector SPDR ETF position peaked at $471K in Q2 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.