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Penobscot Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Penobscot Wealth 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 		$1.33M Buy
24,744
+339
+1% +$17.6K 0.35% 41
2026
Q1 		$1.2M Buy
24,405
+867
+4% +$45.2K 0.36% 39
2025
Q4 		$1.29M Buy
23,538
+883
+4% +$47K 0.4% 37
2025
Q3 		$1.22M Sell
22,655
-2,812
-11% -$149K 0.39% 37
2025
Q2 		$1.33M Buy
25,467
+3,229
+15% +$160K 0.48% 32
2025
Q1 		$1.11M Buy
22,238
+5,486
+33% +$275K 0.47% 30
2024
Q4 		$810K Sell
16,752
-624
-4% -$30.2K 0.37% 35
2024
Q3 		$787K Sell
17,376
-813
-4% -$35.5K 0.43% 35
2024
Q2 		$756K Sell
18,189
-1,221
-6% -$50.3K 0.45% 34
2024
Q1 		$818K Sell
19,410
-4,288
-18% -$169K 0.52% 32
2023
Q4 		$891K Sell
23,698
-1,295
-5% -$44.8K 0.6% 37
2023
Q3 		$829K Buy
24,993
+434
+2% +$15K 0.63% 37
2023
Q2 		$828K Buy
24,559
+757
+3% +$24.7K 0.61% 36
2023
Q1 		$765K Sell
23,802
-875
-4% -$30.4K 0.6% 36
2022
Q4 		$844K Sell
24,677
-647
-3% -$21.9K 0.73% 30
2022
Q3 		$769K Sell
25,324
-324
-1% -$10.7K 0.74% 30
2022
Q2 		$807K Buy
+25,648
New +$886K 0.79% 28

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Penobscot Wealth Management's XLF Position: Q2 2026 in Review

Penobscot Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, buying an estimated $17.6K and bringing the position to 24,744 shares worth $1.33M. The position accounts for 0.35% of the portfolio, ranked #41.

Penobscot Wealth Management first reported a position in XLF in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q2 2025. 364 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Penobscot Wealth Management held 24,744 shares of State Street Financial Select Sector SPDR ETF worth $1.33M as of Q2 2026.
  • Penobscot Wealth Management bought 339 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.35% of Penobscot Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Penobscot Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Penobscot Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.33M in Q2 2025.
  • 364 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.