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

Investment 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
2026 Q2	$847K	Buy	15,799 +228	+1%	+$11.8K	0.26%	79
2026 Q1	$769K	Sell	15,571 -1,488	-9%	-$77.5K	0.27%	82
2025 Q4	$934K	Buy	17,059 +167	+1%	+$8.9K	0.33%	69
2025 Q3	$910K	Buy	16,892 +67	+0.4%	+$3.55K	0.32%	70
2025 Q2	$881K	Buy	16,825 +311	+2%	+$15.4K	0.33%	67
2025 Q1	$823K	Hold	16,514	–	–	0.34%	72
2024 Q4	$798K	Hold	16,514	–	–	0.33%	72
2024 Q3	$748K	Buy	16,514 +213	+1%	+$9.29K	0.31%	76
2024 Q2	$670K	Hold	16,301	–	–	0.3%	80
2024 Q1	$687K	Hold	16,301	–	–	0.31%	81
2023 Q4	$613K	Sell	16,301 -210	-1%	-$7.27K	0.3%	85
2023 Q3	$548K	Hold	16,511	–	–	0.29%	85
2023 Q2	$557K	Hold	16,511	–	–	0.29%	84
2023 Q1	$531K	Hold	16,511	–	–	0.28%	89
2022 Q4	$565K	Sell	16,511 -4,741	-22%	-$160K	0.3%	86
2022 Q3	$645K	Buy	21,252 +4,741	+29%	+$157K	0.19%	110
2022 Q2	$519K	Buy	16,511 +11,000	+200%	+$380K	0.25%	85
2022 Q1	$211K	Sell	5,511 -8,560	-61%	-$335K	0.09%	161
2021 Q4	$549K	Buy	14,071 +601	+4%	+$23.6K	0.22%	87
2021 Q3	$506K	Buy	13,470 +256	+2%	+$9.58K	0.23%	84
2021 Q2	$485K	Buy	13,214 +3,605	+38%	+$132K	0.22%	88
2021 Q1	$327K	Buy	+9,609	New	+$309K	0.16%	109
2020 Q1	–	Sell	-11,254	Closed	-$346K	–	155
2019 Q4	$346K	Buy	+11,254	New	+$330K	0.23%	93
2015 Q2	–	Sell	-895	Closed	-$19K	–	145
2015 Q1	$19K	Buy	+895	New	+$18.9K	0.02%	134

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investment Partners's XLF Position: Q2 2026 in Review

Investment Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 15,799 shares worth $847K. The position accounts for 0.26% of the portfolio, ranked #79.

Investment Partners first reported a position in XLF in Q1 2015 and has held it in 24 quarters since. The position peaked at $934K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Investment Partners held 15,799 shares of State Street Financial Select Sector SPDR ETF worth $847K as of Q2 2026.
Investment Partners bought 228 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
State Street Financial Select Sector SPDR ETF made up 0.26% of Investment Partners's portfolio in Q2 2026, its #79 holding.
Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 24 quarters since.
Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $934K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.