JTC Employer Solutions Trustee’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JTC Employer Solutions Trustee’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	$124K	Hold	2,317	–	–	0.01%	192
2026 Q1	$114K	Hold	2,317	–	–	0.01%	199
2025 Q4	$127K	Hold	2,317	–	–	0.01%	194
2025 Q3	$125K	Hold	2,317	–	–	0.01%	197
2025 Q2	$121K	Hold	2,317	–	–	0.01%	181
2025 Q1	$115K	Hold	2,317	–	–	0.01%	188
2024 Q4	$112K	Hold	2,317	–	–	0.01%	186
2024 Q3	$105K	Hold	2,317	–	–	0.01%	195
2024 Q2	$95K	Hold	2,317	–	–	0.01%	205
2024 Q1	$97K	Hold	2,317	–	–	0.01%	202
2023 Q4	$87K	Hold	2,317	–	–	0.01%	210
2023 Q3	$77K	Hold	2,317	–	–	0.01%	219
2023 Q2	$78K	Hold	2,317	–	–	0.01%	224
2023 Q1	$74K	Buy	+2,317	New	+$80.5K	0.01%	233

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 22.9% 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

JTC Employer Solutions Trustee's XLF Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 2,317 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #192.

JTC Employer Solutions Trustee first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $127K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

JTC Employer Solutions Trustee held 2,317 shares of State Street Financial Select Sector SPDR ETF worth $124K as of Q2 2026.
JTC Employer Solutions Trustee left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #192 holding.
JTC Employer Solutions Trustee first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
JTC Employer Solutions Trustee's State Street Financial Select Sector SPDR ETF position peaked at $127K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.