Piedmont Capital Management (North Carolina)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Piedmont Capital Management (North Carolina)’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	$216K	Hold	4,032	–	–	0.13%	104
2026 Q1	$199K	Hold	4,032	–	–	0.13%	102
2025 Q4	$221K	Buy	+4,032	New	+$215K	0.15%	98

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

Piedmont Capital Management (North Carolina)'s XLF Position: Q2 2026 in Review

Piedmont Capital Management (North Carolina) held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,032 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #104.

Piedmont Capital Management (North Carolina) first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Piedmont Capital Management (North Carolina) held 4,032 shares of State Street Financial Select Sector SPDR ETF worth $216K as of Q2 2026.
Piedmont Capital Management (North Carolina) left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.13% of Piedmont Capital Management (North Carolina)'s portfolio in Q2 2026, its #104 holding.
Piedmont Capital Management (North Carolina) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Piedmont Capital Management (North Carolina)'s State Street Financial Select Sector SPDR ETF position peaked at $221K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.