Pine Haven Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pine Haven Investment Counsel’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	$207K	Buy	+3,870	New	+$201K	0.14%	114
2026 Q1	–	Sell	-4,570	Closed	-$250K	–	119
2025 Q4	$250K	Sell	4,570 -1,000	-18%	-$53.3K	0.18%	101
2025 Q3	$300K	Hold	5,570	–	–	0.22%	92
2025 Q2	$292K	Hold	5,570	–	–	0.23%	87
2025 Q1	$277K	Sell	5,570 -1,000	-15%	-$50.2K	0.23%	88
2024 Q4	$318K	Sell	6,570 -1,500	-19%	-$72.5K	0.26%	83
2024 Q3	$366K	Sell	8,070 -3,000	-27%	-$131K	0.3%	78
2024 Q2	$455K	Hold	11,070	–	–	0.39%	61
2024 Q1	$466K	Sell	11,070 -1,500	-12%	-$59.2K	0.41%	62
2023 Q4	$473K	Hold	12,570	–	–	0.44%	61
2023 Q3	$417K	Sell	12,570 -565	-4%	-$19.5K	0.43%	62
2023 Q2	$443K	Hold	13,135	–	–	0.44%	59
2023 Q1	$422K	Hold	13,135	–	–	0.44%	57
2022 Q4	$449K	Hold	13,135	–	–	0.49%	54
2022 Q3	$399K	Hold	13,135	–	–	0.49%	57
2022 Q2	$413K	Hold	13,135	–	–	0.48%	55
2022 Q1	$503K	Hold	13,135	–	–	0.49%	51
2021 Q4	$513K	Buy	+13,135	New	+$516K	0.48%	58

Other funds holding XLF

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Pine Haven Investment Counsel's XLF Position: Q2 2026 in Review

Pine Haven Investment Counsel opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,870 shares worth $207K. The stake represents 0.14% of the portfolio and ranks #114 among its holdings. This is a return to the name: Pine Haven Investment Counsel previously reported a position in XLF as recently as Q4 2025.

Pine Haven Investment Counsel first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $513K in Q4 2021. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pine Haven Investment Counsel held 3,870 shares of State Street Financial Select Sector SPDR ETF worth $207K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Pine Haven Investment Counsel position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.14% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #114 holding.
Pine Haven Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Pine Haven Investment Counsel's State Street Financial Select Sector SPDR ETF position peaked at $513K in Q4 2021.
552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.