Ocean Park Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ocean Park Asset 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
2026 Q2	$2.22M	Buy	+41,485	New	+$2.16M	0.11%	62
2025 Q3	–	Sell	-460,427	Closed	-$22.9M	–	118
2025 Q2	$22.9M	Hold	460,427	–	–	0.81%	23
2025 Q1	$22.9M	Buy	460,427 +37,157	+9%	+$1.86M	0.81%	23
2024 Q4	$20.5M	Buy	423,270 +208,870	+97%	+$10.1M	0.7%	24
2024 Q3	$9.72M	Buy	214,400 +3,129	+1%	+$137K	0.43%	35
2024 Q2	$8.69M	Hold	211,271	–	–	0.41%	40
2024 Q1	$8.9M	Hold	211,271	–	–	0.42%	37
2023 Q4	$7.94M	Buy	211,271 +28,063	+15%	+$972K	0.39%	40
2023 Q3	$6.08M	Buy	183,208 +7,733	+4%	+$266K	0.27%	34
2023 Q2	$5.92M	Buy	+175,475	New	+$5.73M	0.2%	35
2023 Q1	–	Sell	-384,700	Closed	-$13.2M	–	27
2022 Q4	$13.2M	Buy	+384,700	New	+$13M	0.83%	10

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

Ocean Park Asset Management's XLF Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 41,485 shares worth $2.22M. The stake represents 0.11% of the portfolio and ranks #62 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in XLF as recently as Q2 2025.

Ocean Park Asset Management first reported a position in XLF in Q4 2022 and has held it in 11 quarters since. The position peaked at $22.9M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ocean Park Asset Management held 41,485 shares of State Street Financial Select Sector SPDR ETF worth $2.22M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Ocean Park Asset Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of Ocean Park Asset Management's portfolio in Q2 2026, its #62 holding.
Ocean Park Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Ocean Park Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $22.9M in Q2 2025.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.