Kelleher Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kelleher Financial Advisors’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	$139K	Buy	2,600 +175	+7%	+$9.1K	0.02%	329
2026 Q1	$120K	Hold	2,425	–	–	0.03%	264
2025 Q4	$133K	Hold	2,425	–	–	0.03%	268
2025 Q3	$131K	Buy	+2,425	New	+$128K	0.03%	223

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

Kelleher Financial Advisors's XLF Position: Q2 2026 in Review

Kelleher Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.2% in Q2 2026, buying an estimated $9.1K and bringing the position to 2,600 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #329.

Kelleher Financial Advisors first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kelleher Financial Advisors held 2,600 shares of State Street Financial Select Sector SPDR ETF worth $139K as of Q2 2026.
Kelleher Financial Advisors bought 175 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.1K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #329 holding.
Kelleher Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.