Naples Global Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Naples Global Advisors’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	$224K	Buy	+4,172	New	+$217K	0.01%	445
2025 Q4	–	Sell	-7,207	Closed	-$388K	–	451
2025 Q3	$388K	Buy	+7,207	New	+$382K	0.03%	353
2023 Q1	–	Sell	-21,378	Closed	-$731K	–	399
2022 Q4	$731K	Hold	21,378	–	–	0.09%	241
2022 Q3	$649K	Sell	21,378 -158	-0.7%	-$5.22K	0.09%	242
2022 Q2	$677K	Buy	21,536 +283	+1%	+$9.78K	0.09%	243
2022 Q1	$814K	Hold	21,253	–	–	0.09%	231
2021 Q4	$830K	Hold	21,253	–	–	0.1%	220
2021 Q3	$798K	Hold	21,253	–	–	0.1%	222
2021 Q2	$780K	Sell	21,253 -124	-0.6%	-$4.54K	0.11%	221
2021 Q1	$728K	Hold	21,377	–	–	0.11%	217
2020 Q4	$630K	Hold	21,377	–	–	0.11%	219
2020 Q3	$515K	Buy	21,377 +330	+2%	+$8.03K	0.1%	218
2020 Q2	$487K	Sell	21,047 -2,735	-12%	-$62.1K	0.1%	215
2020 Q1	$495K	Sell	23,782 -500	-2%	-$13.8K	0.13%	195
2019 Q4	$747K	Hold	24,282	–	–	0.16%	178
2019 Q3	$680K	Hold	24,282	–	–	0.16%	180
2019 Q2	$670K	Buy	24,282 +2,735	+13%	+$74.1K	0.16%	180
2019 Q1	$554K	Hold	21,547	–	–	0.14%	197
2018 Q4	$527K	Sell	21,547 -200	-0.9%	-$5.2K	0.15%	188
2018 Q3	$600K	Hold	21,747	–	–	0.16%	185
2018 Q2	$578K	Hold	21,747	–	–	0.16%	184
2018 Q1	$600K	Hold	21,747	–	–	0.18%	171
2017 Q4	$607K	Hold	21,747	–	–	0.18%	169
2017 Q3	$562K	Hold	21,747	–	–	0.19%	163
2017 Q2	$536K	Hold	21,747	–	–	0.19%	166
2017 Q1	$516K	Hold	21,747	–	–	0.19%	173
2016 Q4	$506K	Buy	21,747 +87	+0.4%	+$1.87K	0.2%	171
2016 Q3	$418K	Sell	21,660 -3,014	-12%	-$62.2K	0.16%	188
2016 Q2	$495K	Hold	24,674	–	–	0.2%	165
2016 Q1	$487K	Sell	24,674 -1,488	-6%	-$28.3K	0.2%	171
2015 Q4	$547K	Hold	26,162	–	–	0.27%	139
2015 Q3	$520K	Sell	26,162 -797	-3%	-$16.9K	0.27%	142
2015 Q2	$577K	Hold	26,959	–	–	0.28%	139
2015 Q1	$571K	Buy	+26,959	New	+$570K	0.27%	144

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

Naples Global Advisors's XLF Position: Q2 2026 in Review

Naples Global Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,172 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in XLF as recently as Q3 2025.

Naples Global Advisors first reported a position in XLF in Q1 2015 and has held it in 34 quarters since. The position peaked at $830K in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Naples Global Advisors held 4,172 shares of State Street Financial Select Sector SPDR ETF worth $224K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Naples Global Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #445 holding.
Naples Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 34 quarters since.
Naples Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $830K in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.