Hoey Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hoey Investments’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	$16.1K	Hold	300	–	–	﹤0.01%	233
2026 Q1	$14.8K	Sell	300 -600	-67%	-$31.3K	﹤0.01%	232
2025 Q4	$49.3K	Hold	900	–	–	0.01%	154
2025 Q3	$48.5K	Buy	+900	New	+$47.7K	0.01%	164
2024 Q1	–	Sell	-270	Closed	-$10.2K	–	376
2023 Q4	$10.2K	Buy	+270	New	+$9.35K	﹤0.01%	209
2021 Q2	–	Sell	-267	Closed	-$9K	–	256
2021 Q1	$9K	Buy	+267	New	+$8.58K	﹤0.01%	176
2020 Q4	–	Sell	-460	Closed	-$11K	–	194
2020 Q3	$11K	Hold	460	–	–	﹤0.01%	106
2020 Q2	$11K	Hold	460	–	–	0.01%	110
2020 Q1	$10K	Buy	+460	New	+$12.7K	0.01%	100

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Hoey Investments's XLF Position: Q2 2026 in Review

Hoey Investments held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 300 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Hoey Investments first reported a position in XLF in Q1 2020 and has held it in 9 quarters since. The position peaked at $49.3K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Hoey Investments held 300 shares of State Street Financial Select Sector SPDR ETF worth $16.1K as of Q2 2026.
Hoey Investments 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 Hoey Investments's portfolio in Q2 2026, its #233 holding.
Hoey Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 9 quarters since.
Hoey Investments's State Street Financial Select Sector SPDR ETF position peaked at $49.3K in Q4 2025.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.