Matthew Hamilton Rosenberg’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$14.8K	Hold	278	–	–	﹤0.01%	592
2026 Q2	$14.9K	Sell	278 -26	-9%	-$1.35K	﹤0.01%	579
2026 Q1	$15K	Hold	304	–	–	﹤0.01%	571
2025 Q4	$16.6K	Hold	304	–	–	﹤0.01%	565
2025 Q3	$16.4K	Hold	304	–	–	﹤0.01%	579
2025 Q2	$15.9K	Sell	304 -381	-56%	-$18.9K	﹤0.01%	599
2025 Q1	$34.1K	Buy	685 +76	+12%	+$3.81K	0.01%	480
2024 Q4	$29.4K	Hold	609	–	–	0.01%	491
2024 Q3	$27.6K	Buy	609 +202	+50%	+$8.81K	0.01%	513
2024 Q2	$16.8K	Sell	407 -202	-33%	-$8.31K	0.01%	541
2024 Q1	$25.5K	Hold	609	–	–	0.01%	513
2023 Q4	$22.9K	Hold	609	–	–	0.01%	525
2023 Q3	$20.2K	Hold	609	–	–	0.01%	532
2023 Q2	$20.5K	Hold	609	–	–	0.01%	540
2023 Q1	$19.6K	Hold	609	–	–	0.01%	585
2022 Q4	$20.8K	Hold	609	–	–	0.01%	572
2022 Q3	$18K	Buy	609 +407	+201%	+$13.5K	0.01%	582
2022 Q2	$6K	Sell	202 -598	-75%	-$20.7K	﹤0.01%	692
2022 Q1	$31K	Buy	800 +598	+296%	+$23.4K	0.01%	518
2021 Q4	$8K	Hold	202	–	–	﹤0.01%	620
2021 Q3	$8K	Hold	202	–	–	﹤0.01%	605
2021 Q2	$7K	Hold	202	–	–	﹤0.01%	538
2021 Q1	$7K	Hold	202	–	–	﹤0.01%	514
2020 Q4	$6K	Hold	202	–	–	﹤0.01%	507
2020 Q3	$5K	Hold	202	–	–	﹤0.01%	499
2020 Q2	$5K	Buy	+202	New	+$4.59K	﹤0.01%	520

Other funds holding XLF

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Matthew Hamilton Rosenberg's XLF Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 278 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Matthew Hamilton Rosenberg first reported a position in XLF in Q2 2020 and has held it in 26 quarters since. The position peaked at $34.1K in Q1 2025. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Matthew Hamilton Rosenberg held 278 shares of State Street Financial Select Sector SPDR ETF worth $14.8K as of Q3 2026.
Matthew Hamilton Rosenberg left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #592 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's State Street Financial Select Sector SPDR ETF position peaked at $34.1K in Q1 2025.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.