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 Q3	$269K	Buy	5,036 +886	+21%	+$50.2K	0.03%	196
2026 Q2	$222K	Buy	4,150 +51	+1%	+$2.65K	0.02%	214
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Howard Financial Services's XLF Position: Q3 2026 in Review

Howard Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q3 2026, buying an estimated $50.2K and bringing the position to 5,036 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #196.

Howard Financial Services first reported a position in XLF in Q1 2019 and has held it in 8 quarters since. 1,228 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Howard Financial Services held 5,036 shares of State Street Financial Select Sector SPDR ETF worth $269K as of Q3 2026.
Howard Financial Services bought 886 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $50.2K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #196 holding.
Howard Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 8 quarters since.
1,228 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.