Patrick M. Sweeney & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$266K	Buy	4,989 +65	+1%	+$3.68K	0.15%	144
2026 Q2	$264K	Hold	4,924	–	–	0.15%	146
2026 Q1	$243K	Hold	4,924	–	–	0.16%	144
2025 Q4	$270K	Sell	4,924 -175	-3%	-$9.32K	0.17%	135
2025 Q3	$275K	Hold	5,099	–	–	0.18%	128
2025 Q2	$271K	Buy	5,099 +175	+4%	+$8.66K	0.19%	131
2025 Q1	$245K	Hold	4,924	–	–	0.18%	131
2024 Q4	$238K	Hold	4,924	–	–	0.18%	130
2024 Q3	$223K	Hold	4,924	–	–	0.16%	137
2024 Q2	$202K	Hold	4,924	–	–	0.16%	138
2024 Q1	$207K	Buy	+4,924	New	+$194K	0.17%	134

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Patrick M. Sweeney & Associates's XLF Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q3 2026, buying an estimated $3.68K and bringing the position to 4,989 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #144.

Patrick M. Sweeney & Associates first reported a position in XLF in Q1 2024 and has held it in 11 quarters since. The position peaked at $275K in Q3 2025. 1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Patrick M. Sweeney & Associates held 4,989 shares of State Street Financial Select Sector SPDR ETF worth $266K as of Q3 2026.
Patrick M. Sweeney & Associates bought 65 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.68K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #144 holding.
Patrick M. Sweeney & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's State Street Financial Select Sector SPDR ETF position peaked at $275K in Q3 2025.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.