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

Pennsylvania 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	$665K	Hold	12,406	–	–	0.17%	63
2026 Q1	$612K	Hold	12,406	–	–	0.18%	66
2025 Q4	$679K	Hold	12,406	–	–	0.19%	60
2025 Q3	$668K	Hold	12,406	–	–	0.19%	61
2025 Q2	$650K	Buy	+12,406	New	+$614K	0.21%	63

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

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

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

Pennsylvania Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 12,406 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #63.

Pennsylvania Capital Management first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pennsylvania Capital Management held 12,406 shares of State Street Financial Select Sector SPDR ETF worth $665K as of Q2 2026.
Pennsylvania Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.17% of Pennsylvania Capital Management's portfolio in Q2 2026, its #63 holding.
Pennsylvania Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Pennsylvania Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $679K in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.