JBR Co Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JBR Co Financial 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	$1.27M	Sell	23,765 -13,464	-36%	-$700K	0.46%	48
2026 Q1	$2.04M	Hold	37,229	–	–	0.85%	30
2025 Q4	$2.04M	Buy	37,229 +1,458	+4%	+$77.7K	0.85%	30
2025 Q3	$1.93M	Buy	35,771 +1,513	+4%	+$80.2K	0.82%	32
2025 Q2	$1.79M	Sell	34,258 -5,163	-13%	-$256K	0.89%	33
2025 Q1	$1.96M	Buy	39,421 +1,809	+5%	+$90.7K	1.15%	21
2024 Q4	$1.82M	Buy	37,612 +10,142	+37%	+$490K	1.11%	24
2024 Q3	$1.24M	Buy	27,470 +683	+3%	+$29.8K	0.81%	32
2024 Q2	$1.1M	Buy	26,787 +1,422	+6%	+$58.5K	0.77%	36
2024 Q1	$1.07M	Buy	25,365 +2,000	+9%	+$79K	0.85%	32
2023 Q4	$879K	Buy	+23,365	New	+$809K	0.83%	35

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JBR Co Financial Management's XLF Position: Q2 2026 in Review

JBR Co Financial Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q2 2026, selling an estimated $700K and leaving 23,765 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #48.

JBR Co Financial Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q1 2026. 864 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

JBR Co Financial Management held 23,765 shares of State Street Financial Select Sector SPDR ETF worth $1.27M as of Q2 2026.
JBR Co Financial Management sold 13,464 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $700K.
State Street Financial Select Sector SPDR ETF made up 0.46% of JBR Co Financial Management's portfolio in Q2 2026, its #48 holding.
JBR Co Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $2.04M in Q1 2026.
864 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.