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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return