Meridian Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Meridian Financial’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	$505K	Sell	9,418 -207	-2%	-$10.8K	0.24%	80
2026 Q1	$475K	Sell	9,625 -501	-5%	-$26.1K	0.26%	75
2025 Q4	$555K	Buy	10,126 +347	+4%	+$18.5K	0.3%	63
2025 Q3	$527K	Buy	9,779 +866	+10%	+$45.9K	0.3%	64
2025 Q2	$467K	Buy	8,913 +660	+8%	+$32.7K	0.3%	63
2025 Q1	$411K	Buy	8,253 +475	+6%	+$23.8K	0.29%	65
2024 Q4	$376K	Buy	7,778 +798	+11%	+$38.6K	0.26%	70
2024 Q3	$316K	Buy	6,980 +402	+6%	+$17.5K	0.21%	96
2024 Q2	$270K	Buy	6,578 +727	+12%	+$29.9K	0.2%	98
2024 Q1	$246K	Sell	5,851 -174	-3%	-$6.87K	0.18%	104
2023 Q4	$227K	Buy	+6,025	New	+$209K	0.18%	101

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Meridian Financial's XLF Position: Q2 2026 in Review

Meridian Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $10.8K and leaving 9,418 shares worth $505K. The position accounts for 0.24% of the portfolio, ranked #80.

Meridian Financial first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $555K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Meridian Financial held 9,418 shares of State Street Financial Select Sector SPDR ETF worth $505K as of Q2 2026.
Meridian Financial sold 207 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.8K.
State Street Financial Select Sector SPDR ETF made up 0.24% of Meridian Financial's portfolio in Q2 2026, its #80 holding.
Meridian Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Meridian Financial's State Street Financial Select Sector SPDR ETF position peaked at $555K in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.