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

Investment Partners Asset 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 		$797K Hold
14,874
– – 0.44% 63
2026
Q1 		$734K Sell
14,874
-473
-3% -$24.6K 0.45% 64
2025
Q4 		$841K Sell
15,347
-70
-0.5% -$3.73K 0.52% 55
2025
Q3 		$831K Buy
15,417
+780
+5% +$41.3K 0.55% 49
2025
Q2 		$767K Buy
14,637
+94
+0.6% +$4.65K 0.53% 57
2025
Q1 		$724K Sell
14,543
-26
-0.2% -$1.3K 0.57% 52
2024
Q4 		$704K Sell
14,569
-25
-0.2% -$1.21K 0.55% 51
2024
Q3 		$661K Hold
14,594
– – 0.54% 54
2024
Q2 		$600K Sell
14,594
-20
-0.1% -$823 0.53% 57
2024
Q1 		$616K Sell
14,614
-1,570
-10% -$62K 0.56% 54
2023
Q4 		$609K Buy
+16,184
New +$560K 0.61% 52

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

Investment Partners Asset Management's XLF Position: Q2 2026 in Review

Investment Partners Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 14,874 shares worth $797K. The position accounts for 0.44% of the portfolio, ranked #63.

Investment Partners Asset Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $841K in Q4 2025. 762 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Investment Partners Asset Management held 14,874 shares of State Street Financial Select Sector SPDR ETF worth $797K as of Q2 2026.
  • Investment Partners Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.44% of Investment Partners Asset Management's portfolio in Q2 2026, its #63 holding.
  • Investment Partners Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $841K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.