Palouse Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Palouse Capital 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	–	Sell	-75	Closed	-$3.7K	–	142
2026 Q1	$3.7K	Hold	75	–	–	﹤0.01%	132
2025 Q4	$4.11K	Hold	75	–	–	﹤0.01%	148
2025 Q3	$4.04K	Hold	75	–	–	﹤0.01%	130
2025 Q2	$3.93K	Hold	75	–	–	﹤0.01%	124
2025 Q1	$3.74K	Buy	+75	New	+$3.76K	﹤0.01%	132
2019 Q1	–	Sell	-12,240	Closed	-$292K	–	105
2018 Q4	$292K	Buy	+12,240	New	+$318K	0.12%	73

Other funds holding XLF

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Palouse Capital Management's XLF Position: Q2 2026 in Review

Palouse Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 75 shares — an estimated $3.7K sold.

Palouse Capital Management first reported a position in XLF in Q4 2018 and held it in 6 quarters. The position peaked at $292K in Q4 2018. 456 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Palouse Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Palouse Capital Management sold 75 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.7K.
Palouse Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 6 quarters.
Palouse Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $292K in Q4 2018.
456 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.