Orca Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.06M | Sell |
57,010
-736
| -1% | -$38.3K | 2.22% | 12 |
|
|
2026
Q1 | $2.85M | Sell |
57,746
-405
| -0.7% | -$21.1K | 2.42% | 10 |
|
|
2025
Q4 | $3.18M | Sell |
58,151
-475
| -0.8% | -$25.3K | 2.51% | 11 |
|
|
2025
Q3 | $3.16M | Sell |
58,626
-266
| -0.5% | -$14.1K | 2.59% | 10 |
|
|
2025
Q2 | $3.08M | Buy |
58,892
+460
| +0.8% | +$22.8K | 2.78% | 8 |
|
|
2025
Q1 | $2.91M | Sell |
58,432
-641
| -1% | -$32.2K | 2.91% | 10 |
|
|
2024
Q4 | $2.85M | Sell |
59,073
-3,419
| -5% | -$165K | 2.69% | 10 |
|
|
2024
Q3 | $2.83M | Buy |
62,492
+2,087
| +3% | +$91.1K | 2.55% | 12 |
|
|
2024
Q2 | $2.48M | Buy |
60,405
+326
| +0.5% | +$13.4K | 2.37% | 14 |
|
|
2024
Q1 | $2.53M | Sell |
60,079
-3,534
| -6% | -$140K | 2.37% | 17 |
|
|
2023
Q4 | $2.39M | Buy |
63,613
+2,822
| +5% | +$97.7K | 2.3% | 16 |
|
|
2023
Q3 | $2.02M | Buy |
60,791
+3,227
| +6% | +$111K | 2.24% | 15 |
|
|
2023
Q2 | $1.94M | Sell |
57,564
-387
| -0.7% | -$12.6K | 2.11% | 15 |
|
|
2023
Q1 | $1.86M | Sell |
57,951
-233
| -0.4% | -$8.1K | 2.28% | 13 |
|
|
2022
Q4 | $1.99M | Sell |
58,184
-300
| -0.5% | -$10.1K | 2.52% | 13 |
|
|
2022
Q3 | $1.78M | Sell |
58,484
-2,984
| -5% | -$98.6K | 2.32% | 15 |
|
|
2022
Q2 | $1.93M | Sell |
61,468
-420
| -0.7% | -$14.5K | 1.79% | 19 |
|
|
2022
Q1 | $2.37M | Sell |
61,888
-244
| -0.4% | -$9.54K | 1.93% | 18 |
|
|
2021
Q4 | $2.43M | Sell |
62,132
-2,265
| -4% | -$89K | 1.99% | 18 |
|
|
2021
Q3 | $2.42M | Sell |
64,397
-5,994
| -9% | -$224K | 2.12% | 17 |
|
|
2021
Q2 | $2.58M | Buy |
70,391
+619
| +0.9% | +$22.6K | 2.33% | 12 |
|
|
2021
Q1 | $2.38M | Sell |
69,772
-1,468
| -2% | -$47.2K | 2.46% | 12 |
|
|
2020
Q4 | $2.1M | Buy |
+71,240
| New | +$1.91M | 2.2% | 16 |
|
|
2019
Q3 | $2.27M | Sell |
81,097
-2,230
| -3% | -$61.6K | 2.68% | 10 |
|
|
2019
Q2 | $2.3M | Sell |
83,327
-1,342
| -2% | -$36.3K | 2.56% | 11 |
|
|
2019
Q1 | $2.18M | Sell |
84,669
-2,676
| -3% | -$69.1K | 2.48% | 15 |
|
|
2018
Q4 | $2.08M | Sell |
87,345
-3,841
| -4% | -$99.8K | 2.66% | 12 |
|
|
2018
Q3 | $2.52M | Sell |
91,186
-4,174
| -4% | -$117K | 2.52% | 15 |
|
|
2018
Q2 | $2.54M | Buy |
95,360
+54,561
| +134% | +$1.5M | 2.71% | 11 |
|
|
2018
Q1 | $1.13M | Sell |
40,799
-11,251
| -22% | -$324K | 1.29% | 30 |
|
|
2017
Q4 | $1.45M | Hold |
52,050
| – | – | 1.27% | 31 |
|
|
2017
Q3 | $1.35M | Sell |
52,050
-110,496
| -68% | -$2.76M | 1.19% | 34 |
|
|
2017
Q2 | $4.01M | Sell |
162,546
-1,250
| -0.8% | -$29.7K | 3.75% | 5 |
|
|
2017
Q1 | $3.89M | Sell |
163,796
-817
| -0.5% | -$19.6K | 3.55% | 6 |
|
|
2016
Q4 | $3.83M | Buy |
164,613
+113,747
| +224% | +$2.44M | 3.73% | 6 |
|
|
2016
Q3 | $982K | Sell |
50,866
-7,078
| -12% | -$146K | 1.02% | 34 |
|
|
2016
Q2 | $1.16M | Sell |
57,944
-544
| -0.9% | -$11K | 1.14% | 37 |
|
|
2016
Q1 | $1.16M | Hold |
58,488
| – | – | 1.31% | 32 |
|
|
2015
Q4 | $1.22M | Buy |
58,488
+2,609
| +5% | +$55K | 1.35% | 33 |
|
|
2015
Q3 | $1.11M | Sell |
55,879
-569
| -1% | -$12.1K | 1.36% | 32 |
|
|
2015
Q2 | $1.21M | Buy |
56,448
+23,019
| +69% | +$497K | 1.11% | 39 |
|
|
2015
Q1 | $708K | Hold |
33,429
| – | – | 0.63% | 43 |
|
|
2014
Q4 | $726K | Sell |
33,429
-2,014
| -6% | -$42.2K | 0.64% | 41 |
|
|
2014
Q3 | $721K | Sell |
35,443
-87,739
| -71% | -$1.77M | 0.62% | 44 |
|
|
2014
Q2 | $2.46M | Buy |
123,182
+47,432
| +63% | +$924K | 1.94% | 20 |
|
|
2014
Q1 | $1.49M | Sell |
75,750
-581
| -0.8% | -$11.1K | 1.24% | 31 |
|
|
2013
Q4 | $1.47M | Buy |
+76,331
| New | +$1.4M | 1.19% | 35 |
|
Other funds holding XLF
Orca Investment Management's XLF Position: Q2 2026 in Review
Orca Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q2 2026, selling an estimated $38.3K and leaving 57,010 shares worth $3.06M. The position accounts for 2.22% of the portfolio, ranked #12.
Orca Investment Management first reported a position in XLF in Q4 2013 and has held it in 47 quarters since. The position peaked at $4.01M in Q2 2017. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Orca Investment Management held 57,010 shares of State Street Financial Select Sector SPDR ETF worth $3.06M as of Q2 2026.
- Orca Investment Management sold 736 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.3K.
- State Street Financial Select Sector SPDR ETF made up 2.22% of Orca Investment Management's portfolio in Q2 2026, its #12 holding.
- Orca Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 47 quarters since.
- Orca Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $4.01M in Q2 2017.
- 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Orca Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.