Howard Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Howard Financial Services’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	$222K	Buy	4,150 +51	+1%	+$2.65K	0.02%	238
2026 Q1	$202K	Hold	4,099	–	–	0.02%	216
2025 Q4	$225K	Sell	4,099 -192	-4%	-$10.2K	0.03%	184
2025 Q3	$231K	Buy	+4,291	New	+$227K	0.03%	173
2019 Q4	–	Sell	-8,125	Closed	-$228K	–	124
2019 Q3	$228K	Hold	8,125	–	–	0.15%	82
2019 Q2	$224K	Hold	8,125	–	–	0.15%	80
2019 Q1	$209K	Buy	+8,125	New	+$210K	0.15%	85

Other funds holding XLF

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Howard Financial Services's XLF Position: Q2 2026 in Review

Howard Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, buying an estimated $2.65K and bringing the position to 4,150 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #238.

Howard Financial Services first reported a position in XLF in Q1 2019 and has held it in 7 quarters since. The position peaked at $231K in Q3 2025. 531 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Howard Financial Services held 4,150 shares of State Street Financial Select Sector SPDR ETF worth $222K as of Q2 2026.
Howard Financial Services bought 51 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.65K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #238 holding.
Howard Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 7 quarters since.
Howard Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $231K in Q3 2025.
531 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.