Mitchell Sinkler & Starr’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mitchell Sinkler & Starr’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	$580K	Hold	10,860	–	–	0.24%	91
2026 Q2	$582K	Sell	10,860 -6,000	-36%	-$312K	0.24%	91
2026 Q1	$832K	Hold	16,860	–	–	0.38%	61
2025 Q4	$923K	Hold	16,860	–	–	0.42%	56
2025 Q3	$908K	Hold	16,860	–	–	0.41%	56
2025 Q2	$883K	Buy	16,860 +1,000	+6%	+$49.5K	0.42%	59
2025 Q1	$790K	Hold	15,860	–	–	0.22%	73
2024 Q4	$767K	Hold	15,860	–	–	0.2%	78
2024 Q3	$719K	Hold	15,860	–	–	0.18%	89
2024 Q2	$687K	Sell	15,860 -7,100	-31%	-$292K	0.18%	86
2024 Q1	$967K	Sell	22,960 -2,077	-8%	-$82K	0.24%	76
2023 Q4	$941K	Buy	+25,037	New	+$867K	0.17%	99
2023 Q3	–	Sell	-24,660	Closed	-$831K	–	143
2023 Q2	$831K	Sell	24,660 -4,975	-17%	-$162K	0.24%	77
2023 Q1	$953K	Sell	29,635 -12,130	-29%	-$422K	0.28%	69
2022 Q4	$1.43M	Buy	41,765 +3,860	+10%	+$131K	0.46%	49
2022 Q3	$1.15M	Sell	37,905 -1,200	-3%	-$39.7K	0.45%	50
2022 Q2	$1.23M	Sell	39,105 -540	-1%	-$18.7K	0.45%	47
2022 Q1	$1.52M	Sell	39,645 -500	-1%	-$19.5K	0.48%	43
2021 Q4	$1.57M	Buy	40,145 +8,365	+26%	+$329K	0.47%	47
2021 Q3	$1.19M	Hold	31,780	–	–	1.08%	38
2021 Q2	$1.17M	Buy	31,780 +430	+1%	+$15.7K	1.06%	37
2021 Q1	$1.07M	Buy	31,350 +22,900	+271%	+$736K	1.03%	38
2020 Q4	$249K	Buy	+8,450	New	+$226K	0.24%	87
2020 Q2	–	Sell	-13,390	Closed	-$279K	–	97
2020 Q1	$279K	Hold	13,390	–	–	0.36%	75
2019 Q4	$412K	Buy	+13,390	New	+$393K	0.44%	64

Other funds holding XLF

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Mitchell Sinkler & Starr's XLF Position: Q3 2026 in Review

Mitchell Sinkler & Starr held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 10,860 shares worth $580K. The position accounts for 0.24% of the portfolio, ranked #91.

Mitchell Sinkler & Starr first reported a position in XLF in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.57M in Q4 2021. 550 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Mitchell Sinkler & Starr held 10,860 shares of State Street Financial Select Sector SPDR ETF worth $580K as of Q3 2026.
Mitchell Sinkler & Starr left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.24% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #91 holding.
Mitchell Sinkler & Starr first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Mitchell Sinkler & Starr's State Street Financial Select Sector SPDR ETF position peaked at $1.57M in Q4 2021.
550 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.