IIM
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InTrack Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

InTrack Investment Management’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 		$308K Sell
5,747
-839
-13% -$43.6K 0.15% 96
2026
Q1 		$325K Sell
6,586
-222
-3% -$11.6K 0.19% 94
2025
Q4 		$373K Buy
6,808
+407
+6% +$21.7K 0.21% 90
2025
Q3 		$345K Buy
6,401
+122
+2% +$6.46K 0.21% 88
2025
Q2 		$329K Sell
6,279
-1,342
-18% -$66.4K 0.22% 91
2025
Q1 		$380K Sell
7,621
-93
-1% -$4.67K 0.34% 70
2024
Q4 		$372K Hold
7,714
– – 0.26% 85
2024
Q3 		$350K Sell
7,714
-164
-2% -$7.16K 0.25% 98
2024
Q2 		$324K Buy
7,878
+150
+2% +$6.17K 0.23% 110
2024
Q1 		$326K Sell
7,728
-181
-2% -$7.14K 0.24% 107
2023
Q4 		$297K Sell
7,909
-400
-5% -$13.8K 0.22% 113
2023
Q3 		$276K Sell
8,309
-1,501
-15% -$51.7K 0.24% 109
2023
Q2 		$331K Sell
9,810
-1,146
-10% -$37.4K 0.27% 109
2023
Q1 		$350K Buy
10,956
+1,219
+13% +$42.4K 0.32% 94
2022
Q4 		$333K Hold
9,737
– – 0.33% 85
2022
Q3 		$296K Sell
9,737
-250
-3% -$8.26K 0.33% 87
2022
Q2 		$314K Sell
9,987
-6,158
-38% -$213K 0.32% 88
2022
Q1 		$619K Sell
16,145
-7,327
-31% -$286K 0.5% 71
2021
Q4 		$917K Buy
23,472
+2,010
+9% +$79K 0.63% 58
2021
Q3 		$864K Buy
21,462
+2,087
+11% +$78.1K 0.63% 61
2021
Q2 		$704K Buy
19,375
+1,000
+5% +$36.6K 0.55% 63
2021
Q1 		$626K Buy
18,375
+1,525
+9% +$49K 0.57% 59
2020
Q4 		$497K Buy
+16,850
New +$451K 0.5% 61

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

InTrack Investment Management's XLF Position: Q2 2026 in Review

InTrack Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $43.6K and leaving 5,747 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #96.

InTrack Investment Management first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $917K in Q4 2021. 463 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • InTrack Investment Management held 5,747 shares of State Street Financial Select Sector SPDR ETF worth $308K as of Q2 2026.
  • InTrack Investment Management sold 839 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $43.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.15% of InTrack Investment Management's portfolio in Q2 2026, its #96 holding.
  • InTrack Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • InTrack Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $917K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.