NFSG
XLF icon

Newbridge Financial Services Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Newbridge Financial Services 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 		$144K Sell
2,678
-1,053
-28% -$54.7K 0.02% 283
2026
Q1 		$184K Buy
3,731
+330
+10% +$17.2K 0.03% 225
2025
Q4 		$186K Sell
3,401
-13,761
-80% -$733K 0.03% 239
2025
Q3 		$925K Sell
17,162
-40,760
-70% -$2.16M 0.14% 120
2025
Q2 		$3.03M Buy
57,922
+14,121
+32% +$699K 0.49% 46
2025
Q1 		$2.18M Sell
43,801
-1,566
-3% -$78.5K 0.53% 43
2024
Q4 		$2.19M Buy
45,367
+1,934
+4% +$93.5K 0.56% 36
2024
Q3 		$1.97M Buy
43,433
+8,664
+25% +$378K 0.69% 37
2024
Q2 		$1.43M Buy
34,769
+8,666
+33% +$357K 0.53% 41
2024
Q1 		$1.1M Buy
26,103
+4,392
+20% +$173K 0.48% 46
2023
Q4 		$816K Sell
21,711
-2,073
-9% -$71.8K 0.4% 48
2023
Q3 		$789K Sell
23,784
-15
-0.1% -$517 0.4% 47
2023
Q2 		$802K Sell
23,799
-3,853
-14% -$126K 0.39% 42
2023
Q1 		$889K Sell
27,652
-4,580
-14% -$159K 0.47% 39
2022
Q4 		$1.1M Buy
32,232
+3,149
+11% +$107K 0.64% 23
2022
Q3 		$883K Sell
29,083
-473
-2% -$15.6K 0.52% 26
2022
Q2 		$930K Buy
29,556
+1,122
+4% +$38.8K 0.58% 28
2022
Q1 		$1.09M Sell
28,434
-8,186
-22% -$320K 0.54% 31
2021
Q4 		$1.43M Sell
36,620
-932
-2% -$36.6K 0.68% 28
2021
Q3 		$1.41M Buy
37,552
+4,529
+14% +$169K 0.88% 14
2021
Q2 		$1.21M Buy
33,023
+7,515
+29% +$275K 0.74% 16
2021
Q1 		$869K Buy
25,508
+7,784
+44% +$250K 0.64% 24
2020
Q4 		$522K Sell
17,724
-761
-4% -$20.4K 0.43% 46
2020
Q3 		$445K Buy
+18,485
New +$450K 0.44% 51

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newbridge Financial Services Group's XLF Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 28% in Q2 2026, selling an estimated $54.7K and leaving 2,678 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #283.

Newbridge Financial Services Group first reported a position in XLF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.03M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Newbridge Financial Services Group held 2,678 shares of State Street Financial Select Sector SPDR ETF worth $144K as of Q2 2026.
  • Newbridge Financial Services Group sold 1,053 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #283 holding.
  • Newbridge Financial Services Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street Financial Select Sector SPDR ETF position peaked at $3.03M in Q2 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.