LA
XLF icon

Lynch & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lynch & Associates’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 		$823K Hold
15,350
– – 0.14% 91
2026
Q1 		$758K Sell
15,350
-75
-0.5% -$3.91K 0.14% 88
2025
Q4 		$845K Sell
15,425
-350
-2% -$18.6K 0.16% 85
2025
Q3 		$850K Sell
15,775
-100
-0.6% -$5.3K 0.16% 86
2025
Q2 		$831K Sell
15,875
-200
-1% -$9.9K 0.17% 86
2025
Q1 		$801K Hold
16,075
– – 0.17% 83
2024
Q4 		$777K Hold
16,075
– – 0.17% 77
2024
Q3 		$729K Hold
16,075
– – 0.15% 79
2024
Q2 		$661K Hold
16,075
– – 0.15% 80
2024
Q1 		$677K Hold
16,075
– – 0.16% 79
2023
Q4 		$604K Hold
16,075
– – 0.15% 78
2023
Q3 		$533K Hold
16,075
– – 0.14% 81
2023
Q2 		$542K Buy
16,075
+975
+6% +$31.8K 0.14% 76
2023
Q1 		$485K Hold
15,100
– – 0.13% 79
2022
Q4 		$516K Hold
15,100
– – 0.14% 77
2022
Q3 		$458K Hold
15,100
– – 0.13% 79
2022
Q2 		$475K Hold
15,100
– – 0.13% 78
2022
Q1 		$579K Hold
15,100
– – 0.14% 78
2021
Q4 		$590K Sell
15,100
-100
-0.7% -$3.93K 0.14% 79
2021
Q3 		$570K Sell
15,200
-150
-1% -$5.61K 0.15% 80
2021
Q2 		$563K Hold
15,350
– – 0.14% 80
2021
Q1 		$523K Hold
15,350
– – 0.14% 81
2020
Q4 		$453K Hold
15,350
– – 0.12% 81
2020
Q3 		$369K Sell
15,350
-500
-3% -$12.2K 0.11% 81
2020
Q2 		$367K Hold
15,850
– – 0.12% 83
2020
Q1 		$330K Hold
15,850
– – 0.12% 82
2019
Q4 		$488K Hold
15,850
– – 0.14% 77
2019
Q3 		$444K Hold
15,850
– – 0.14% 77
2019
Q2 		$437K Hold
15,850
– – 0.14% 76
2019
Q1 		$408K Sell
15,850
-125
-0.8% -$3.23K 0.14% 75
2018
Q4 		$381K Buy
15,975
+1,123
+8% +$29.2K 0.14% 74
2018
Q3 		$410K Sell
14,852
-100
-0.7% -$2.8K 0.14% 78
2018
Q2 		$398K Sell
14,952
-100
-0.7% -$2.76K 0.14% 79
2018
Q1 		$415K Hold
15,052
– – 0.16% 79
2017
Q4 		$420K Sell
15,052
-398
-3% -$10.7K 0.16% 74
2017
Q3 		$400K Hold
15,450
– – 0.16% 74
2017
Q2 		$381K Hold
15,450
– – 0.15% 79
2017
Q1 		$367K Hold
15,450
– – 0.15% 80
2016
Q4 		$359K Sell
15,450
-3,075
-17% -$66K 0.15% 82
2016
Q3 		$358K Sell
18,525
-2,578
-12% -$53.2K 0.16% 85
2016
Q2 		$423K Sell
21,103
-1,139
-5% -$23.1K 0.19% 77
2016
Q1 		$439K Buy
22,242
+1,139
+5% +$21.7K 0.21% 75
2015
Q4 		$441K Sell
21,103
-574
-3% -$12.1K 0.23% 74
2015
Q3 		$431K Buy
21,677
+574
+3% +$12.2K 0.24% 74
2015
Q2 		$452K Sell
21,103
-387
-2% -$8.36K 0.24% 74
2015
Q1 		$455K Sell
21,490
-9,728
-31% -$206K 0.24% 73
2014
Q4 		$678K Hold
31,218
– – 0.36% 61
2014
Q3 		$635K Hold
31,218
– – 0.36% 61
2014
Q2 		$623K Buy
31,218
+1,384
+5% +$27K 0.36% 65
2014
Q1 		$585K Hold
29,834
– – 0.35% 63
2013
Q4 		$573K Buy
29,834
+911
+3% +$16.8K 0.34% 63
2013
Q3 		$505K Buy
28,923
+815
+3% +$14.5K 0.34% 67
2013
Q2 		$480K Buy
+28,108
New +$471K 0.33% 71

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

Lynch & Associates's XLF Position: Q2 2026 in Review

Lynch & Associates held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 15,350 shares worth $823K. The position accounts for 0.14% of the portfolio, ranked #91.

Lynch & Associates first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $850K in Q3 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Lynch & Associates held 15,350 shares of State Street Financial Select Sector SPDR ETF worth $823K as of Q2 2026.
  • Lynch & Associates left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of Lynch & Associates's portfolio in Q2 2026, its #91 holding.
  • Lynch & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's State Street Financial Select Sector SPDR ETF position peaked at $850K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.