J.M. Forbes & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

J.M. Forbes & Co’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	$14.4M	Hold	268,854	–	–	1.13%	29
2026 Q1	$13.3M	Hold	268,854	–	–	1.12%	29
2025 Q4	$14.7M	Hold	268,854	–	–	1.19%	24
2025 Q3	$14.5M	Hold	268,854	–	–	1.2%	25
2025 Q2	$14.1M	Hold	268,854	–	–	1.29%	24
2025 Q1	$13.4M	Sell	268,854 -4,111	-2%	-$206K	1.3%	27
2024 Q4	$13.2M	Hold	272,965	–	–	1.27%	26
2024 Q3	$12.4M	Hold	272,965	–	–	1.21%	29
2024 Q2	$11.2M	Sell	272,965 -1,653	-0.6%	-$68K	1.15%	30
2024 Q1	$11.6M	Hold	274,618	–	–	1.25%	29
2023 Q4	$10.3M	Sell	274,618 -3,071	-1%	-$106K	1.2%	30
2023 Q3	$9.21M	Buy	277,689 +4,086	+1%	+$141K	1.2%	30
2023 Q2	$9.22M	Buy	+273,603	New	+$8.93M	1.15%	30

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

J.M. Forbes & Co's XLF Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 268,854 shares worth $14.4M. The position accounts for 1.13% of the portfolio, ranked #29.

J.M. Forbes & Co first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.7M in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

J.M. Forbes & Co held 268,854 shares of State Street Financial Select Sector SPDR ETF worth $14.4M as of Q2 2026.
J.M. Forbes & Co left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 1.13% of J.M. Forbes & Co's portfolio in Q2 2026, its #29 holding.
J.M. Forbes & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
J.M. Forbes & Co's State Street Financial Select Sector SPDR ETF position peaked at $14.7M in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.