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Regatta Research & Money Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Regatta Research & Money 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 		$113K Buy
+2,105
New +$109K 0.11% 169

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Regatta Research & Money Management's XLF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 2,105 shares worth $113K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

1,524 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Regatta Research & Money Management held 2,105 shares of State Street Financial Select Sector SPDR ETF worth $113K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Regatta Research & Money Management position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Regatta Research & Money Management's portfolio in Q2 2026, its #169 holding.
  • 1,524 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.