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Interchange Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Interchange Capital 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
2024
Q4 		– Sell
-600
Closed -$27.2K – 303
2024
Q3 		$27.2K Buy
+600
New +$26.2K 0.01% 276

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
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

Interchange Capital Partners's XLF Position: Q2 2026 in Review

Interchange Capital Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 75% in Q2 2026, selling an estimated $570K and leaving 3,733 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #422.

Interchange Capital Partners first reported a position in XLF in Q4 2020 and has held it in 16 quarters since. The position peaked at $762K in Q1 2025. 750 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Interchange Capital Partners held 3,733 shares of State Street Financial Select Sector SPDR ETF worth $200K as of Q2 2026.
  • Interchange Capital Partners sold 10,964 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $570K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #422 holding.
  • Interchange Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
  • Interchange Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $762K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.