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

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

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. 1,896 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.
1,896 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.