National Philanthropic Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

National Philanthropic Trust’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	$873K	Buy	+16,276	New	+$846K	0.01%	246
2026 Q1	–	Sell	-11,976	Closed	-$656K	–	417
2025 Q4	$656K	Buy	+11,976	New	+$638K	0.01%	248
2024 Q1	–	Sell	-6,959	Closed	-$262K	–	323
2023 Q4	$262K	Buy	+6,959	New	+$241K	0.01%	260

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

National Philanthropic Trust's XLF Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 16,276 shares worth $873K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in XLF as recently as Q4 2025.

National Philanthropic Trust first reported a position in XLF in Q4 2023 and has held it in 3 quarters since. 1,818 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

National Philanthropic Trust held 16,276 shares of State Street Financial Select Sector SPDR ETF worth $873K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new National Philanthropic Trust position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #246 holding.
National Philanthropic Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
1,818 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.