Nalls Sherbakoff Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Nalls Sherbakoff 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	$70.4K	Hold	1,313	–	–	0.05%	157
2026 Q1	$64.8K	Sell	1,313 -450	-26%	-$23.4K	0.05%	169
2025 Q4	$96.6K	Hold	1,763	–	–	0.07%	142
2025 Q3	$95K	Hold	1,763	–	–	0.06%	149
2025 Q2	$92.3K	Hold	1,763	–	–	0.07%	147
2025 Q1	$87.8K	Buy	+1,763	New	+$88.4K	0.07%	136
2023 Q4	$66.3K	Sell	1,763 -287	-14%	-$9.94K	0.06%	145
2023 Q3	$68K	Hold	2,050	–	–	0.07%	137
2023 Q2	$65.1K	Hold	2,050	–	–	0.06%	143
2023 Q1	$65.2K	Buy	+2,050	New	+$71.2K	0.06%	143
2018 Q4	$56K	Buy	+2,350	New	+$61K	0.09%	132

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nalls Sherbakoff Group's XLF Position: Q2 2026 in Review

Nalls Sherbakoff Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,313 shares worth $70.4K. The position accounts for 0.05% of the portfolio, ranked #157.

Nalls Sherbakoff Group first reported a position in XLF in Q4 2018 and has held it in 11 quarters since. The position peaked at $96.6K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Nalls Sherbakoff Group held 1,313 shares of State Street Financial Select Sector SPDR ETF worth $70.4K as of Q2 2026.
Nalls Sherbakoff Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #157 holding.
Nalls Sherbakoff Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's State Street Financial Select Sector SPDR ETF position peaked at $96.6K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.