Perryman Financial Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$455K Sell
8,494
-139
-2% -$7.22K 0.06% 142
2026
Q1
$426K Buy
8,633
+350
+4% +$18.2K 0.06% 134
2025
Q4
$454K Buy
+8,283
New +$441K 0.07% 128

Other funds holding XLF

Perryman Financial Advisory's XLF Position: Q2 2026 in Review

Perryman Financial Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q2 2026, selling an estimated $7.22K and leaving 8,494 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #142.

Perryman Financial Advisory first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Perryman Financial Advisory held 8,494 shares of State Street Financial Select Sector SPDR ETF worth $455K as of Q2 2026.
  • Perryman Financial Advisory sold 139 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.22K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Perryman Financial Advisory's portfolio in Q2 2026, its #142 holding.
  • Perryman Financial Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.