Narwhal Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Narwhal Capital Management’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	$281K	Hold	5,250	–	–	0.02%	147
2026 Q1	$259K	Hold	5,250	–	–	0.02%	154
2025 Q4	$288K	Hold	5,250	–	–	0.02%	148
2025 Q3	$283K	Hold	5,250	–	–	0.02%	149
2025 Q2	$275K	Hold	5,250	–	–	0.02%	149
2025 Q1	$262K	Hold	5,250	–	–	0.02%	153
2024 Q4	$254K	Hold	5,250	–	–	0.02%	151
2024 Q3	$238K	Hold	5,250	–	–	0.02%	154
2024 Q2	$216K	Hold	5,250	–	–	0.02%	155
2024 Q1	$221K	Buy	+5,250	New	+$207K	0.02%	153
2022 Q2	–	Sell	-5,450	Closed	-$209K	–	167
2022 Q1	$209K	Hold	5,450	–	–	0.02%	141
2021 Q4	$213K	Hold	5,450	–	–	0.02%	149
2021 Q3	$205K	Hold	5,450	–	–	0.03%	146
2021 Q2	$200K	Buy	+5,450	New	+$199K	0.03%	153
2020 Q1	–	Sell	-6,809	Closed	-$210K	–	150
2019 Q4	$210K	Buy	+6,809	New	+$200K	0.04%	132

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Narwhal Capital Management's XLF Position: Q2 2026 in Review

Narwhal Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,250 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #147.

Narwhal Capital Management first reported a position in XLF in Q4 2019 and has held it in 15 quarters since. The position peaked at $288K in Q4 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Narwhal Capital Management held 5,250 shares of State Street Financial Select Sector SPDR ETF worth $281K as of Q2 2026.
Narwhal Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #147 holding.
Narwhal Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 15 quarters since.
Narwhal Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $288K in Q4 2025.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.