Pekin Hardy Strauss’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pekin Hardy Strauss’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	$341K	Buy	6,361 +596	+10%	+$31K	0.03%	375
2026 Q1	$285K	Hold	5,765	–	–	0.03%	380
2025 Q4	$316K	Hold	5,765	–	–	0.03%	350
2025 Q3	$311K	Hold	5,765	–	–	0.03%	327
2025 Q2	$302K	Sell	5,765 -175	-3%	-$8.66K	0.03%	300
2025 Q1	$296K	Hold	5,940	–	–	0.04%	285
2024 Q4	$287K	Sell	5,940 -25	-0.4%	-$1.21K	0.04%	300
2024 Q3	$270K	Hold	5,965	–	–	0.03%	295
2024 Q2	$245K	Hold	5,965	–	–	0.03%	283
2024 Q1	$251K	Sell	5,965 -150	-2%	-$5.92K	0.03%	285
2023 Q4	$230K	Sell	6,115 -200	-3%	-$6.92K	0.03%	269
2023 Q3	$209K	Sell	6,315 -240	-4%	-$8.27K	0.03%	278
2023 Q2	$221K	Sell	6,555 -2,868	-30%	-$93.6K	0.02%	274
2023 Q1	$303K	Sell	9,423 -2,100	-18%	-$73K	0.04%	238
2022 Q4	$394K	Buy	+11,523	New	+$390K	0.05%	214
2022 Q1	–	Sell	-20,023	Closed	-$782K	–	369
2021 Q4	$782K	Buy	20,023 +1,050	+6%	+$41.3K	0.11%	187
2021 Q3	$712K	Buy	18,973 +1,913	+11%	+$71.6K	0.1%	195
2021 Q2	$626K	Hold	17,060	–	–	0.09%	199
2021 Q1	$581K	Buy	+17,060	New	+$548K	0.09%	186

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

Pekin Hardy Strauss's XLF Position: Q2 2026 in Review

Pekin Hardy Strauss increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q2 2026, buying an estimated $31K and bringing the position to 6,361 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #375.

Pekin Hardy Strauss first reported a position in XLF in Q1 2021 and has held it in 19 quarters since. The position peaked at $782K in Q4 2021. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pekin Hardy Strauss held 6,361 shares of State Street Financial Select Sector SPDR ETF worth $341K as of Q2 2026.
Pekin Hardy Strauss bought 596 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $31K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Pekin Hardy Strauss's portfolio in Q2 2026, its #375 holding.
Pekin Hardy Strauss first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
Pekin Hardy Strauss's State Street Financial Select Sector SPDR ETF position peaked at $782K in Q4 2021.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.