KIG
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Kessler Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kessler Investment Group’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 		$847K Sell
15,794
-6,373
-29% -$331K 0.36% 40
2026
Q1 		$1.09M Buy
22,167
+5,134
+30% +$268K 0.52% 38
2025
Q4 		$933K Buy
17,033
+100
+0.6% +$5.33K 0.39% 42
2025
Q3 		$912K Sell
16,933
-28,639
-63% -$1.52M 0.39% 40
2025
Q2 		$2.39M Buy
45,572
+407
+0.9% +$20.1K 0.98% 28
2025
Q1 		$2.25M Sell
45,165
-2,328
-5% -$117K 1.1% 26
2024
Q4 		$2.3M Buy
47,493
+941
+2% +$45.5K 1.09% 24
2024
Q3 		$2.11M Buy
46,552
+3,310
+8% +$144K 1.08% 23
2024
Q2 		$1.78M Buy
43,242
+10,396
+32% +$428K 0.96% 27
2024
Q1 		$1.38M Sell
32,846
-3,021
-8% -$119K 0.86% 29
2023
Q4 		$1.35M Buy
35,867
+23,000
+179% +$796K 0.83% 26
2023
Q3 		$427K Sell
12,867
-5,177
-29% -$178K 0.36% 41
2023
Q2 		$608K Buy
18,044
+111
+0.6% +$3.62K 0.43% 40
2023
Q1 		$577K Buy
17,933
+3,768
+27% +$131K 0.39% 46
2022
Q4 		$484K Sell
14,165
-1,198
-8% -$40.5K 0.51% 36
2022
Q3 		$466K Buy
15,363
+3,856
+34% +$127K 0.38% 41
2022
Q2 		$362K Sell
11,507
-39,440
-77% -$1.36M 0.32% 39
2022
Q1 		$1.95M Buy
50,947
+4,077
+9% +$159K 1.13% 27
2021
Q4 		$1.83M Sell
46,870
-2,609
-5% -$103K 1.03% 27
2021
Q3 		$1.86M Buy
49,479
+14,741
+42% +$552K 1.32% 24
2021
Q2 		$1.27M Buy
34,738
+13,048
+60% +$477K 1.01% 29
2021
Q1 		$739K Sell
21,690
-112
-0.5% -$3.6K 0.97% 22
2020
Q4 		$643K Buy
21,802
+11,868
+119% +$318K 0.69% 29
2020
Q3 		$239K Sell
9,934
-6,105
-38% -$148K 0.27% 33
2020
Q2 		$371K Sell
16,039
-15,184
-49% -$345K 0.45% 38
2020
Q1 		$650K Buy
31,223
+10,648
+52% +$293K 0.85% 31
2019
Q4 		$633K Sell
20,575
-212
-1% -$6.22K 0.65% 32
2019
Q3 		$582K Sell
20,787
-20,698
-50% -$571K 0.65% 33
2019
Q2 		$1.15M Sell
41,485
-739
-2% -$20K 1.2% 26
2019
Q1 		$1.09M Buy
42,224
+1,090
+3% +$28.1K 1.08% 25
2018
Q4 		$980K Sell
41,134
-1,045
-2% -$27.1K 1.27% 20
2018
Q3 		$1.16M Sell
42,179
-4,136
-9% -$116K 1.19% 23
2018
Q2 		$1.23M Sell
46,315
-1,311
-3% -$36.2K 1.48% 22
2018
Q1 		$1.31M Buy
47,626
+18,302
+62% +$527K 1.67% 22
2017
Q4 		$818K Sell
29,324
-2,501
-8% -$67.3K 1.03% 32
2017
Q3 		$823K Buy
31,825
+285
+0.9% +$7.11K 1.06% 27
2017
Q2 		$778K Sell
31,540
-520
-2% -$12.3K 0.98% 23
2017
Q1 		$761K Sell
32,060
-635
-2% -$15.2K 0.97% 23
2016
Q4 		$760K Sell
32,695
-352
-1% -$7.55K 0.91% 25
2016
Q3 		$638K Sell
33,047
-5,849
-15% -$121K 0.92% 26
2016
Q2 		$780K Buy
38,896
+10,499
+37% +$212K 1.12% 27
2016
Q1 		$561K Sell
28,397
-3,289
-10% -$62.6K 0.85% 33
2015
Q4 		$663K Sell
31,686
-518
-2% -$10.9K 1.05% 30
2015
Q3 		$641K Sell
32,204
-10,679
-25% -$226K 1.06% 33
2015
Q2 		$918K Buy
42,883
+307
+0.7% +$6.63K 1.46% 27
2015
Q1 		$901K Buy
42,576
+540
+1% +$11.4K 1.53% 25
2014
Q4 		$913K Sell
42,036
-827
-2% -$17.3K 1.49% 29
2014
Q3 		$872K Buy
42,863
+470
+1% +$9.49K 1.53% 28
2014
Q2 		$846K Buy
42,393
+394
+0.9% +$7.67K 1.49% 27
2014
Q1 		$824K Buy
41,999
+728
+2% +$13.9K 1.74% 23
2013
Q4 		$792K Buy
+41,271
New +$759K 1.47% 30
2013
Q3 		– Sell
-218
Closed -$4K – 187
2013
Q2 		$4K Buy
+218
New +$3.66K 0.01% 68

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Kessler Investment Group's XLF Position: Q2 2026 in Review

Kessler Investment Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q2 2026, selling an estimated $331K and leaving 15,794 shares worth $847K. The position accounts for 0.36% of the portfolio, ranked #40.

Kessler Investment Group first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.39M in Q2 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Kessler Investment Group held 15,794 shares of State Street Financial Select Sector SPDR ETF worth $847K as of Q2 2026.
  • Kessler Investment Group sold 6,373 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $331K.
  • State Street Financial Select Sector SPDR ETF made up 0.36% of Kessler Investment Group's portfolio in Q2 2026, its #40 holding.
  • Kessler Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • Kessler Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $2.39M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.