Okabena Investment Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Okabena Investment Services’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	$2.8M	Buy	52,196 +1,201	+2%	+$62.4K	0.5%	38
2026 Q1	$2.52M	Buy	50,995 +1,342	+3%	+$69.9K	0.49%	38
2025 Q4	$2.72M	Buy	49,653 +1,088	+2%	+$58K	0.52%	37
2025 Q3	$2.62M	Buy	48,565 +1,123	+2%	+$59.5K	0.51%	37
2025 Q2	$2.48M	Buy	47,442 +1,293	+3%	+$64K	0.55%	34
2025 Q1	$2.3M	Buy	46,149 +333	+0.7%	+$16.7K	0.58%	39
2024 Q4	$2.21M	Buy	45,816 +3,196	+7%	+$155K	0.62%	38
2024 Q3	$1.93M	Hold	42,620	–	–	0.54%	37
2024 Q2	$1.75M	Hold	42,620	–	–	0.56%	37
2024 Q1	$1.8M	Sell	42,620 -334	-0.8%	-$13.2K	0.6%	40
2023 Q4	$1.62M	Buy	+42,954	New	+$1.49M	0.63%	43
2020 Q2	–	Sell	-3,561	Closed	-$74K	–	90
2020 Q1	$74K	Hold	3,561	–	–	0.08%	67
2019 Q4	$110K	Buy	+3,561	New	+$105K	0.1%	60

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Okabena Investment Services's XLF Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q2 2026, buying an estimated $62.4K and bringing the position to 52,196 shares worth $2.8M. The position accounts for 0.5% of the portfolio, ranked #38.

Okabena Investment Services first reported a position in XLF in Q4 2019 and has held it in 13 quarters since. 1,500 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Okabena Investment Services held 52,196 shares of State Street Financial Select Sector SPDR ETF worth $2.8M as of Q2 2026.
Okabena Investment Services bought 1,201 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $62.4K.
State Street Financial Select Sector SPDR ETF made up 0.5% of Okabena Investment Services's portfolio in Q2 2026, its #38 holding.
Okabena Investment Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
1,500 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.