Koshinski Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Koshinski Asset Management’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	$1.17M	Sell	21,766 -531	-2%	-$27.6K	0.06%	265
2026 Q1	$1.1M	Sell	22,297 -377	-2%	-$19.6K	0.07%	258
2025 Q4	$1.24M	Buy	22,674 +2,003	+10%	+$107K	0.08%	235
2025 Q3	$1.11M	Buy	20,671 +1,013	+5%	+$53.7K	0.07%	249
2025 Q2	$1.03M	Sell	19,658 -2,548	-11%	-$126K	0.08%	261
2025 Q1	$1.11M	Buy	22,206 +7,014	+46%	+$352K	0.09%	222
2024 Q4	$734K	Buy	15,192 +924	+6%	+$44.7K	0.06%	303
2024 Q3	$647K	Buy	14,268 +17	+0.1%	+$742	0.06%	317
2024 Q2	$595K	Buy	14,251 +1,160	+9%	+$47.7K	0.06%	307
2024 Q1	$551K	Sell	13,091 -4,774	-27%	-$188K	0.06%	306
2023 Q4	$672K	Buy	17,865 +2,553	+17%	+$88.4K	0.1%	232
2023 Q3	$508K	Sell	15,312 -5,263	-26%	-$181K	0.06%	319
2023 Q2	$694K	Sell	20,575 -19,784	-49%	-$646K	0.07%	272
2023 Q1	$1.3M	Buy	40,359 +6,666	+20%	+$232K	0.13%	162
2022 Q4	$1.15M	Buy	33,693 +3,967	+13%	+$134K	0.11%	201
2022 Q3	$902K	Buy	29,726 +7,909	+36%	+$261K	0.11%	219
2022 Q2	$686K	Buy	21,817 +1,155	+6%	+$39.9K	0.07%	296
2022 Q1	$792K	Buy	20,662 +647	+3%	+$25.3K	0.07%	299
2021 Q4	$782K	Sell	20,015 -23,715	-54%	-$932K	0.06%	305
2021 Q3	$1.64M	Sell	43,730 -10,988	-20%	-$411K	0.14%	164
2021 Q2	$2.01M	Sell	54,718 -13,842	-20%	-$506K	0.25%	95
2021 Q1	$2.33M	Buy	68,560 +52,730	+333%	+$1.69M	0.25%	96
2020 Q4	$467K	Sell	15,830 -16,154	-51%	-$432K	0.06%	331
2020 Q3	$816K	Sell	31,984 -3	-0%	-$73	0.11%	207
2020 Q2	$740K	Buy	31,987 +5,002	+19%	+$114K	0.12%	207
2020 Q1	$562K	Sell	26,985 -35,830	-57%	-$986K	0.12%	221
2019 Q4	$1.93M	Buy	+62,815	New	+$1.84M	0.33%	79
2019 Q3	–	Sell	-9,005	Closed	-$249K	–	281
2019 Q2	$249K	Sell	9,005 -27,518	-75%	-$745K	0.1%	227
2019 Q1	$939K	Sell	36,523 -13,382	-27%	-$345K	0.25%	116
2018 Q4	$1.19M	Sell	49,905 -7,911	-14%	-$205K	0.29%	105
2018 Q3	$1.59M	Buy	57,816 +27,032	+88%	+$756K	0.23%	134
2018 Q2	$819K	Buy	30,784 +321	+1%	+$8.85K	0.25%	131
2018 Q1	$840K	Buy	30,463 +540	+2%	+$15.6K	0.26%	131
2017 Q4	$835K	Buy	29,923 +4,929	+20%	+$133K	0.21%	170
2017 Q3	$646K	Sell	24,994 -296	-1%	-$7.38K	0.21%	158
2017 Q2	$624K	Buy	25,290 +15,251	+152%	+$362K	0.23%	148
2017 Q1	$238K	Buy	+10,039	New	+$240K	0.09%	283

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

Koshinski Asset Management's XLF Position: Q2 2026 in Review

Koshinski Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q2 2026, selling an estimated $27.6K and leaving 21,766 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #265.

Koshinski Asset Management first reported a position in XLF in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.33M in Q1 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Koshinski Asset Management held 21,766 shares of State Street Financial Select Sector SPDR ETF worth $1.17M as of Q2 2026.
Koshinski Asset Management sold 531 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $27.6K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #265 holding.
Koshinski Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Koshinski Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.33M in Q1 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.