NorthStar Asset Management (New Jersey)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

NorthStar Asset Management (New Jersey)’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	$200K	Buy	+3,732	New	+$194K	0.08%	103
2026 Q1	–	Sell	-3,662	Closed	-$201K	–	108
2025 Q4	$201K	Buy	+3,662	New	+$195K	0.09%	106

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

NorthStar Asset Management (New Jersey)'s XLF Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,732 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings. This is a return to the name: NorthStar Asset Management (New Jersey) previously reported a position in XLF as recently as Q4 2025.

NorthStar Asset Management (New Jersey) first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $201K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

NorthStar Asset Management (New Jersey) held 3,732 shares of State Street Financial Select Sector SPDR ETF worth $200K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new NorthStar Asset Management (New Jersey) position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #103 holding.
NorthStar Asset Management (New Jersey) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
NorthStar Asset Management (New Jersey)'s State Street Financial Select Sector SPDR ETF position peaked at $201K in Q4 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.