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McCollum Christoferson Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McCollum Christoferson Group’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 		$8.45M Sell
169,818
-9,935
-6% -$516K 2.48% 16
2026
Q1 		$8.27M Buy
179,753
+101,387
+129% +$5.28M 2.49% 15
2025
Q4 		$4.29M Buy
78,366
+1,106
+1% +$58.9K 1.24% 30
2025
Q3 		$4.16M Buy
77,260
+1,710
+2% +$90.6K 1.19% 30
2025
Q2 		$3.96M Buy
75,550
+52,620
+229% +$2.6M 1.18% 33
2025
Q1 		$1.14M Buy
22,930
+2,800
+14% +$140K 0.35% 40
2024
Q4 		$973K Buy
+20,130
New +$973K 0.29% 41

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

McCollum Christoferson Group's XLF Position: Q2 2026 in Review

McCollum Christoferson Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.5% in Q2 2026, selling an estimated $516K and leaving 169,818 shares worth $8.45M. The position accounts for 2.48% of the portfolio, ranked #16.

McCollum Christoferson Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • McCollum Christoferson Group held 169,818 shares of State Street Financial Select Sector SPDR ETF worth $8.45M as of Q2 2026.
  • McCollum Christoferson Group sold 9,935 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $516K.
  • State Street Financial Select Sector SPDR ETF made up 2.48% of McCollum Christoferson Group's portfolio in Q2 2026, its #16 holding.
  • McCollum Christoferson Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.