Loudon Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Loudon Investment 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 Q1	–	Sell	-7,740	Closed	-$424K	–	97
2025 Q4	$424K	Hold	7,740	–	–	0.22%	76
2025 Q3	$417K	Hold	7,740	–	–	0.22%	74
2025 Q2	$405K	Hold	7,740	–	–	0.22%	81
2025 Q1	$386K	Hold	7,740	–	–	0.22%	75
2024 Q4	$374K	Hold	7,740	–	–	0.21%	77
2024 Q3	$351K	Hold	7,740	–	–	0.19%	80
2024 Q2	$318K	Hold	7,740	–	–	0.19%	82
2024 Q1	$326K	Hold	7,740	–	–	0.19%	79
2023 Q4	$291K	Hold	7,740	–	–	0.18%	84
2023 Q3	$257K	Hold	7,740	–	–	0.18%	88
2023 Q2	$261K	Hold	7,740	–	–	0.17%	87
2023 Q1	$249K	Hold	7,740	–	–	0.17%	88
2022 Q4	$265K	Sell	7,740 -7,000	-47%	-$237K	0.19%	86
2022 Q3	$448K	Hold	14,740	–	–	0.36%	64
2022 Q2	$464K	Sell	14,740 -2,459	-14%	-$85K	0.35%	63
2022 Q1	$659K	Sell	17,199 -1,859	-10%	-$72.7K	0.43%	59
2021 Q4	$744K	Sell	19,058 -2,159	-10%	-$84.9K	0.47%	56
2021 Q3	$796K	Sell	21,217 -3,192	-13%	-$119K	0.57%	48
2021 Q2	$896K	Buy	24,409 +2,741	+13%	+$100K	0.61%	47
2021 Q1	$738K	Buy	+21,668	New	+$696K	0.53%	49

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Loudon Investment Management's XLF Position: Q1 2026 in Review

Loudon Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 7,740 shares — an estimated $424K sold.

Loudon Investment Management first reported a position in XLF in Q1 2021 and held it in 20 quarters. The position peaked at $896K in Q2 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Loudon Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Loudon Investment Management sold 7,740 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $424K.
Loudon Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 20 quarters.
Loudon Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $896K in Q2 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.