Peddock Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Peddock Capital Advisors’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	$3.19M	Buy	59,530 +3,278	+6%	+$170K	0.64%	39
2026 Q1	$2.78M	Buy	56,252 +256	+0.5%	+$13.3K	0.61%	41
2025 Q4	$3.07M	Sell	55,996 -22,270	-28%	-$1.19M	0.64%	38
2025 Q3	$4.22M	Buy	78,266 +2,377	+3%	+$126K	0.91%	26
2025 Q2	$3.97M	Buy	75,889 +3,281	+5%	+$162K	0.92%	25
2025 Q1	$3.62M	Buy	72,608 +796	+1%	+$39.9K	0.92%	23
2024 Q4	$3.47M	Buy	71,812 +853	+1%	+$41.2K	0.83%	28
2024 Q3	$3.22M	Buy	70,959 +4,607	+7%	+$201K	0.77%	27
2024 Q2	$2.73M	Buy	66,352 +2,718	+4%	+$112K	0.7%	32
2024 Q1	$2.68M	Sell	63,634 -1,817	-3%	-$71.7K	0.7%	35
2023 Q4	$2.46M	Sell	65,451 -1,807	-3%	-$62.6K	0.75%	33
2023 Q3	$2.23M	Buy	67,258 +714	+1%	+$24.6K	0.74%	30
2023 Q2	$2.24M	Buy	66,544 +2,070	+3%	+$67.6K	0.74%	32
2023 Q1	$2.07M	Buy	64,474 +6,124	+10%	+$213K	0.72%	34
2022 Q4	$2M	Buy	58,350 +906	+2%	+$30.6K	0.77%	33
2022 Q3	$1.74M	Buy	57,444 +538	+0.9%	+$17.8K	0.72%	39
2022 Q2	$1.79M	Sell	56,906 -5,131	-8%	-$177K	0.7%	40
2022 Q1	$2.38M	Buy	62,037 +3,603	+6%	+$141K	0.77%	30
2021 Q4	$2.28M	Buy	58,434 +3,273	+6%	+$129K	0.75%	34
2021 Q3	$2.07M	Buy	55,161 +852	+2%	+$31.9K	0.74%	35
2021 Q2	$1.98M	Buy	54,309 +1,538	+3%	+$56.3K	0.69%	38
2021 Q1	$1.8M	Buy	52,771 +17,387	+49%	+$558K	0.69%	39
2020 Q4	$1.04M	Buy	35,384 +1,099	+3%	+$29.4K	0.54%	47
2020 Q3	$825K	Buy	34,285 +1,025	+3%	+$24.9K	0.51%	52
2020 Q2	$770K	Buy	33,260 +3,341	+11%	+$75.9K	0.49%	53
2020 Q1	$623K	Buy	29,919 +1,413	+5%	+$38.9K	0.47%	55
2019 Q4	$877K	Buy	28,506 +1,677	+6%	+$49.2K	0.45%	48
2019 Q3	$751K	Sell	26,829 -728	-3%	-$20.1K	0.42%	54
2019 Q2	$761K	Buy	27,557 +775	+3%	+$21K	0.41%	55
2019 Q1	$689K	Buy	26,782 +20,669	+338%	+$533K	0.37%	57
2018 Q4	$146K	Hold	6,113	–	–	0.09%	124
2018 Q3	$169K	Hold	6,113	–	–	0.08%	125
2018 Q2	$163K	Hold	6,113	–	–	0.08%	127
2018 Q1	$169K	Hold	6,113	–	–	0.09%	125
2017 Q4	$171K	Hold	6,113	–	–	0.09%	123
2017 Q3	$158K	Hold	6,113	–	–	0.08%	124
2017 Q2	$151K	Hold	6,113	–	–	0.08%	130
2017 Q1	$145K	Hold	6,113	–	–	0.08%	115
2016 Q4	$142K	Hold	6,113	–	–	0.08%	111
2016 Q3	$118K	Buy	+6,113	New	+$126K	0.07%	120

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

Peddock Capital Advisors's XLF Position: Q2 2026 in Review

Peddock Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.8% in Q2 2026, buying an estimated $170K and bringing the position to 59,530 shares worth $3.19M. The position accounts for 0.64% of the portfolio, ranked #39.

Peddock Capital Advisors first reported a position in XLF in Q3 2016 and has held it in 40 quarters since. The position peaked at $4.22M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Peddock Capital Advisors held 59,530 shares of State Street Financial Select Sector SPDR ETF worth $3.19M as of Q2 2026.
Peddock Capital Advisors bought 3,278 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $170K.
State Street Financial Select Sector SPDR ETF made up 0.64% of Peddock Capital Advisors's portfolio in Q2 2026, its #39 holding.
Peddock Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
Peddock Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.22M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.