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 Q3	$859K	Buy	16,095 +362	+2%	+$20.5K	0.34%	54
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Kaizen Financial Strategies's XLF Position: Q3 2026 in Review

Kaizen Financial Strategies increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q3 2026, buying an estimated $20.5K and bringing the position to 16,095 shares worth $859K. The position accounts for 0.34% of the portfolio, ranked #54.

Kaizen Financial Strategies first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q3 2021. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Kaizen Financial Strategies held 16,095 shares of State Street Financial Select Sector SPDR ETF worth $859K as of Q3 2026.
Kaizen Financial Strategies bought 362 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $20.5K.
State Street Financial Select Sector SPDR ETF made up 0.34% of Kaizen Financial Strategies's portfolio in Q3 2026, its #54 holding.
Kaizen Financial Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Kaizen Financial Strategies's State Street Financial Select Sector SPDR ETF position peaked at $2.2M in Q3 2021.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.