Princeton Global Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Princeton Global Asset 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	$145K	Buy	2,709 +2	+0.1%	+$104	0.02%	251
2026 Q1	$134K	Buy	2,707 +38	+1%	+$1.98K	0.02%	245
2025 Q4	$146K	Buy	2,669 +67	+3%	+$3.57K	0.02%	231
2025 Q3	$140K	Buy	2,602 +2	+0.1%	+$106	0.02%	221
2025 Q2	$136K	Buy	2,600 +2	+0.1%	+$99	0.02%	217
2025 Q1	$129K	Buy	2,598 +2	+0.1%	+$100	0.03%	210
2024 Q4	$125K	Buy	2,596 +2	+0.1%	+$97	0.02%	222
2024 Q3	$118K	Sell	2,594 -373	-13%	-$16.3K	0.02%	226
2024 Q2	$122K	Buy	2,967 +2	+0.1%	+$82	0.03%	204
2024 Q1	$125K	Buy	2,965 +3	+0.1%	+$118	0.03%	187
2023 Q4	$111K	Buy	2,962 +2	+0.1%	+$69	0.03%	193
2023 Q3	$98.2K	Buy	2,960 +3	+0.1%	+$103	0.03%	193
2023 Q2	$99.7K	Sell	2,957 -387	-12%	-$12.6K	0.03%	201
2023 Q1	$108K	Buy	3,344 +939	+39%	+$32.6K	0.03%	198
2022 Q4	$82K	Buy	2,405 +625	+35%	+$21.1K	0.03%	206
2022 Q3	$54K	Hold	1,780	–	–	0.02%	228
2022 Q2	$56K	Hold	1,780	–	–	0.02%	246
2022 Q1	$68K	Buy	1,780 +530	+42%	+$20.7K	0.02%	237
2021 Q4	$49K	Buy	1,250 +500	+67%	+$19.7K	0.01%	258
2021 Q3	$28K	Hold	750	–	–	0.01%	310
2021 Q2	$28K	Buy	+750	New	+$27.4K	0.01%	316
2020 Q1	–	Sell	-556	Closed	-$17	–	574
2019 Q4	$17	Buy	556 +2	+0.4%	+$59	0.01%	355
2019 Q3	$16K	Buy	554 +3	+0.5%	+$83	0.01%	279
2019 Q2	$15K	Buy	551 +4	+0.7%	+$108	0.01%	304
2019 Q1	$14K	Buy	547 +2	+0.4%	+$52	0.01%	275
2018 Q4	$13K	Buy	+545	New	+$14.2K	0.01%	202

Other funds holding XLF

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

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

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

Princeton Global Asset Management's XLF Position: Q2 2026 in Review

Princeton Global Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.07% in Q2 2026, buying an estimated $104 and bringing the position to 2,709 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #251.

Princeton Global Asset Management first reported a position in XLF in Q4 2018 and has held it in 26 quarters since. The position peaked at $146K in Q4 2025. 389 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Princeton Global Asset Management held 2,709 shares of State Street Financial Select Sector SPDR ETF worth $145K as of Q2 2026.
Princeton Global Asset Management bought 2 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104.
State Street Financial Select Sector SPDR ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #251 holding.
Princeton Global Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
Princeton Global Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $146K in Q4 2025.
389 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.