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North Star Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

North Star Investment 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
2016
Q4 		– Sell
-3,500
Closed -$68K – 985
2016
Q3 		$68K Buy
+3,500
New +$72.2K 0.01% 373

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

North Star Investment Management's XLF Position: Q2 2026 in Review

North Star Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.1% in Q2 2026, selling an estimated $125K and leaving 74,077 shares worth $3.97M. The position accounts for 0.22% of the portfolio, ranked #115.

North Star Investment Management first reported a position in XLF in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.62M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • North Star Investment Management held 74,077 shares of State Street Financial Select Sector SPDR ETF worth $3.97M as of Q2 2026.
  • North Star Investment Management sold 2,405 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $125K.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of North Star Investment Management's portfolio in Q2 2026, its #115 holding.
  • North Star Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
  • North Star Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $9.62M in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.