Kaizen Financial Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kaizen Financial Strategies’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	$862K	Hold	15,733	–	–	0.28%	59
2026 Q1	$819K	Hold	15,733	–	–	0.35%	55
2025 Q4	$862K	Buy	15,733 +1,187	+8%	+$63.2K	0.38%	48
2025 Q3	$762K	Sell	14,546 -1,084	-7%	-$57.4K	0.34%	51
2025 Q2	$819K	Buy	15,630 +1,084	+7%	+$53.7K	0.42%	43
2025 Q1	$725K	Buy	14,546 +3,680	+34%	+$185K	0.42%	38
2024 Q4	$525K	Buy	10,866 +45	+0.4%	+$2.18K	0.3%	61
2024 Q3	$490K	Buy	10,821 +2,000	+23%	+$87.3K	0.28%	59
2024 Q2	$387K	Buy	8,821 +344	+4%	+$14.2K	0.24%	71
2024 Q1	$357K	Hold	8,477	–	–	0.24%	75
2023 Q4	$319K	Hold	8,477	–	–	0.24%	73
2023 Q3	$281K	Hold	8,477	–	–	0.24%	71
2023 Q2	$291K	Sell	8,477 -325	-4%	-$10.6K	0.25%	69
2023 Q1	$283K	Sell	8,802 -11,167	-56%	-$388K	0.28%	61
2022 Q4	$721K	Buy	19,969 +1,186	+6%	+$40.1K	0.71%	39
2022 Q3	$570K	Sell	18,783 -27,960	-60%	-$924K	0.58%	45
2022 Q2	$1.47M	Sell	46,743 -253	-0.5%	-$8.74K	1.45%	17
2022 Q1	$1.8M	Sell	46,996 -6,644	-12%	-$260K	1.41%	20
2021 Q4	$2.1M	Sell	53,640 -4,991	-9%	-$196K	1.57%	17
2021 Q3	$2.2M	Buy	+58,631	New	+$2.19M	1.77%	12
2021 Q1	$1.73M	Buy	50,675 +32,259	+175%	+$1.04M	1.64%	12
2020 Q4	$543K	Buy	+18,416	New	+$493K	0.6%	53

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

Kaizen Financial Strategies's XLF Position: Q2 2026 in Review

Kaizen Financial Strategies held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 15,733 shares worth $862K. The position accounts for 0.28% of the portfolio, ranked #59.

Kaizen Financial Strategies first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.2M in Q3 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kaizen Financial Strategies held 15,733 shares of State Street Financial Select Sector SPDR ETF worth $862K as of Q2 2026.
Kaizen Financial Strategies left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.28% of Kaizen Financial Strategies's portfolio in Q2 2026, its #59 holding.
Kaizen Financial Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Kaizen Financial Strategies's State Street Financial Select Sector SPDR ETF position peaked at $2.2M in Q3 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.