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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 		$1.5M Hold
27,400
– – 0.49% 37
2026
Q1 		$38.5K Buy
+27,400
New +$1.43M 0.02% 172
2024
Q4 		– Sell
-17,000
Closed -$18.7K – 149
2024
Q3 		$18.7K Buy
+17,000
New +$742K 0.01% 137

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
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

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. 880 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.
  • 880 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.