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HUB Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HUB Investment Partners’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
2021
Q2 		– Sell
-30,000
Closed -$18K – 264
2021
Q1 		$18K Buy
+30,000
New +$964K 0.01% 224

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
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

HUB Investment Partners's XLF Position: Q2 2026 in Review

HUB Investment Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.57% in Q2 2026, buying an estimated $2.75K and bringing the position to 9,370 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #713.

HUB Investment Partners first reported a position in XLF in Q2 2021 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • HUB Investment Partners held 9,370 shares of State Street Financial Select Sector SPDR ETF worth $502K as of Q2 2026.
  • HUB Investment Partners bought 53 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.75K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #713 holding.
  • HUB Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.