Hudson Valley Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hudson Valley Investment Advisors’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	$10.5M	Buy	196,199 +103	+0.1%	+$5.35K	1.28%	19
2026 Q1	$9.68M	Sell	196,096 -4,934	-2%	-$257K	1.25%	20
2025 Q4	$11M	Sell	201,030 -3,254	-2%	-$173K	1.22%	21
2025 Q3	$11M	Buy	204,284 +9,082	+5%	+$481K	1.15%	22
2025 Q2	$10.2M	Sell	195,202 -9,050	-4%	-$448K	1.12%	21
2025 Q1	$10.2M	Sell	204,252 -7,643	-4%	-$383K	1.22%	25
2024 Q4	$10.2M	Buy	211,895 +4,249	+2%	+$205K	1.16%	27
2024 Q3	$9.41M	Buy	207,646 +12,290	+6%	+$536K	1.04%	29
2024 Q2	$7.42M	Sell	195,356 -837	-0.4%	-$34.4K	0.96%	34
2024 Q1	$8.26M	Buy	196,193 +837	+0.4%	+$33K	0.99%	34
2023 Q4	$7.42M	Buy	195,356 +2,510	+1%	+$86.9K	1.02%	31
2023 Q3	$6.4M	Buy	192,846 +4,662	+2%	+$161K	0.9%	35
2023 Q2	$6.34M	Buy	188,184 +10,491	+6%	+$342K	0.86%	35
2023 Q1	$5.71M	Buy	177,693 +6,536	+4%	+$227K	0.8%	37
2022 Q4	$5.85M	Buy	171,157 +2,093	+1%	+$70.8K	0.89%	33
2022 Q3	$5.13M	Buy	169,064 +3,643	+2%	+$120K	0.82%	34
2022 Q2	$5.2M	Buy	165,421 +7,642	+5%	+$264K	0.81%	36
2022 Q1	$6.05M	Buy	+157,779	New	+$6.17M	0.81%	33
2016 Q1	–	Sell	-12,894	Closed	-$270K	–	148
2015 Q4	$270K	Hold	12,894	–	–	0.08%	127
2015 Q3	$256K	Buy	+12,894	New	+$273K	0.08%	127

Other funds holding XLF

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

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

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

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

Hudson Valley Investment Advisors's XLF Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.05% in Q2 2026, buying an estimated $5.35K and bringing the position to 196,199 shares worth $10.5M. The position accounts for 1.28% of the portfolio, ranked #19.

Hudson Valley Investment Advisors first reported a position in XLF in Q3 2015 and has held it in 20 quarters since. The position peaked at $11M in Q4 2025. 915 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Hudson Valley Investment Advisors held 196,199 shares of State Street Financial Select Sector SPDR ETF worth $10.5M as of Q2 2026.
Hudson Valley Investment Advisors bought 103 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.35K.
State Street Financial Select Sector SPDR ETF made up 1.28% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #19 holding.
Hudson Valley Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and has held it in 20 quarters since.
Hudson Valley Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $11M in Q4 2025.
915 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.