Manchester Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Manchester Capital 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	$339K	Hold	6,857	–	–	0.05%	207
2025 Q4	$376K	Sell	6,857 -732	-10%	-$39K	0.05%	203
2025 Q3	$409K	Sell	7,589 -450	-6%	-$23.8K	0.06%	222
2025 Q2	$421K	Hold	8,039	–	–	0.06%	234
2025 Q1	$400K	Hold	8,039	–	–	0.05%	237
2024 Q4	$389K	Hold	8,039	–	–	0.05%	239
2024 Q3	$364K	Buy	8,039 +276	+4%	+$12K	0.04%	253
2024 Q2	$319K	Buy	7,763 +1,663	+27%	+$68.4K	0.04%	263
2024 Q1	$257K	Buy	6,100 +250	+4%	+$9.87K	0.03%	284
2023 Q4	$220K	Hold	5,850	–	–	0.03%	271
2023 Q3	$194K	Buy	5,850 +4,800	+457%	+$165K	0.03%	271
2023 Q2	$35.4K	Sell	1,050 -10,005	-91%	-$327K	﹤0.01%	445
2023 Q1	$355K	Hold	11,055	–	–	0.05%	223
2022 Q4	$378K	Buy	11,055 +9,033	+447%	+$306K	0.06%	184
2022 Q3	$61K	Sell	2,022 -12,230	-86%	-$404K	0.01%	345
2022 Q2	$448K	Hold	14,252	–	–	0.08%	141
2022 Q1	$546K	Buy	14,252 +7,652	+116%	+$299K	0.08%	150
2021 Q4	$258K	Sell	6,600 -300	-4%	-$11.8K	0.03%	234
2021 Q3	$259K	Buy	6,900 +300	+5%	+$11.2K	0.04%	252
2021 Q2	$242K	Hold	6,600	–	–	0.03%	245
2021 Q1	$225K	Hold	6,600	–	–	0.03%	246
2020 Q4	$195K	Hold	6,600	–	–	0.03%	242
2020 Q3	$159K	Hold	6,600	–	–	0.02%	235
2020 Q2	$153K	Sell	6,600 -4,200	-39%	-$95.4K	0.02%	263
2020 Q1	$225K	Sell	10,800 -69,300	-87%	-$1.91M	0.04%	211
2019 Q4	$2.46M	Hold	80,100	–	–	0.27%	48
2019 Q3	$2.24M	Hold	80,100	–	–	0.26%	45
2019 Q2	$2.21M	Hold	80,100	–	–	0.28%	44
2019 Q1	$2.06M	Hold	80,100	–	–	0.26%	45
2018 Q4	$2.13M	Hold	80,100	–	–	0.32%	33
2018 Q3	$2.21M	Hold	80,100	–	–	0.32%	35
2018 Q2	$2.13M	Hold	80,100	–	–	0.32%	33
2018 Q1	$2.21M	Hold	80,100	–	–	0.35%	26
2017 Q4	$2.24M	Hold	80,100	–	–	0.33%	27
2017 Q3	$2.07M	Hold	80,100	–	–	0.32%	24
2017 Q2	$1.98M	Hold	80,100	–	–	0.31%	27
2017 Q1	$1.9M	Hold	80,100	–	–	0.3%	29
2016 Q4	$1.86M	Hold	80,100	–	–	0.28%	31
2016 Q3	$1.55M	Sell	80,100 -11,146	-12%	-$230K	0.23%	41
2016 Q2	$1.83M	Hold	91,246	–	–	0.26%	37
2016 Q1	$1.8M	Hold	91,246	–	–	0.25%	39
2015 Q4	$1.91M	Hold	91,246	–	–	0.27%	41
2015 Q3	$1.81M	Hold	91,246	–	–	0.3%	28
2015 Q2	$1.95M	Sell	91,246 -683	-0.7%	-$14.7K	0.31%	28
2015 Q1	$1.95M	Hold	91,929	–	–	0.31%	27
2014 Q4	$2M	Sell	91,929 -228	-0.2%	-$4.78K	0.25%	36
2014 Q3	$1.87M	Hold	92,157	–	–	0.25%	35
2014 Q2	$1.84M	Hold	92,157	–	–	0.24%	41
2014 Q1	$1.81M	Sell	92,157 -21,856	-19%	-$417K	0.29%	36
2013 Q4	$2.19M	Hold	114,013	–	–	0.34%	36
2013 Q3	$1.99M	Hold	114,013	–	–	0.34%	36
2013 Q2	$1.95M	Buy	+114,013	New	+$1.91M	0.36%	30

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

Manchester Capital Management's XLF Position: Q1 2026 in Review

Manchester Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 6,857 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #207.

Manchester Capital Management first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.46M in Q4 2019. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Manchester Capital Management held 6,857 shares of State Street Financial Select Sector SPDR ETF worth $339K as of Q1 2026.
Manchester Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Manchester Capital Management's portfolio in Q1 2026, its #207 holding.
Manchester Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.46M in Q4 2019.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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