Occidental Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Occidental Asset Management's XLF Position: Q2 2026 in Review
Occidental Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, selling an estimated $237K and leaving 17,126 shares worth $918K. The position accounts for 0.09% of the portfolio, ranked #149.
Occidental Asset Management first reported a position in XLF in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.93M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Occidental Asset Management held 17,126 shares of State Street Financial Select Sector SPDR ETF worth $918K as of Q2 2026.
- Occidental Asset Management sold 4,564 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
- State Street Financial Select Sector SPDR ETF made up 0.09% of Occidental Asset Management's portfolio in Q2 2026, its #149 holding.
- Occidental Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
- Occidental Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $7.93M in Q4 2024.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.