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Independence Bank of Kentucky’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Independence Bank of Kentucky’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 		$429K Buy
7,995
+50
+0.6% +$2.6K 0.05% 226
2026
Q1 		$392K Buy
7,945
+135
+2% +$7.04K 0.05% 225
2025
Q4 		$428K Buy
7,810
+200
+3% +$10.7K 0.05% 218
2025
Q3 		$410K Buy
7,610
+1,519
+25% +$80.5K 0.05% 225
2025
Q2 		$319K Buy
6,091
+100
+2% +$4.95K 0.05% 241
2025
Q1 		$298K Sell
5,991
-501
-8% -$25.1K 0.05% 239
2024
Q4 		$314K Sell
6,492
-249
-4% -$12K 0.05% 242
2024
Q3 		$306K Buy
6,741
+4,562
+209% +$199K 0.07% 218
2024
Q2 		$89.6K Buy
2,179
+300
+16% +$12.3K 0.02% 304
2024
Q1 		$79.1K Buy
1,879
+809
+76% +$31.9K 0.02% 299
2023
Q4 		$40.2K Hold
1,070
– – 0.01% 325
2023
Q3 		$35.5K Hold
1,070
– – 0.02% 308
2023
Q2 		$36.1K Sell
1,070
-300
-22% -$9.79K 0.01% 307
2023
Q1 		$44K Hold
1,370
– – 0.02% 267
2022
Q4 		$47K Hold
1,370
– – 0.02% 262
2022
Q3 		$42K Hold
1,370
– – 0.02% 253
2022
Q2 		$43K Hold
1,370
– – 0.02% 258
2022
Q1 		$52K Hold
1,370
– – 0.02% 259
2021
Q4 		$53K Hold
1,370
– – 0.02% 238
2021
Q3 		$51K Hold
1,370
– – 0.02% 239
2021
Q2 		$50K Hold
1,370
– – 0.02% 237
2021
Q1 		$47K Sell
1,370
-70
-5% -$2.25K 0.02% 238
2020
Q4 		$42K Hold
1,440
– – 0.02% 236
2020
Q3 		$35K Hold
1,440
– – 0.02% 238
2020
Q2 		$33K Sell
1,440
-200
-12% -$4.54K 0.02% 225
2020
Q1 		$34K Sell
1,640
-650
-28% -$17.9K 0.03% 212
2019
Q4 		$70K Sell
2,290
-1,848
-45% -$54.2K 0.05% 185
2019
Q3 		$116K Buy
4,138
+1,848
+81% +$51K 0.08% 147
2019
Q2 		$63K Hold
2,290
– – 0.05% 165
2019
Q1 		$59K Hold
2,290
– – 0.05% 163
2018
Q4 		$55K Hold
2,290
– – 0.05% 162
2018
Q3 		$63K Hold
2,290
– – 0.05% 163
2018
Q2 		$61K Hold
2,290
– – 0.05% 150
2018
Q1 		$63K Hold
2,290
– – 0.05% 153
2017
Q4 		$64K Buy
+2,290
New +$61.6K 0.05% 155

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Independence Bank of Kentucky's XLF Position: Q2 2026 in Review

Independence Bank of Kentucky increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.63% in Q2 2026, buying an estimated $2.6K and bringing the position to 7,995 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #226.

Independence Bank of Kentucky first reported a position in XLF in Q4 2017 and has held it in 35 quarters since. 1,179 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Independence Bank of Kentucky held 7,995 shares of State Street Financial Select Sector SPDR ETF worth $429K as of Q2 2026.
  • Independence Bank of Kentucky bought 50 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #226 holding.
  • Independence Bank of Kentucky first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,179 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.