Prudent Investors Network’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Prudent Investors Network’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	$27.2M	Buy	507,676 +102,367	+25%	+$5.32M	5.27%	8
2026 Q1	$20M	Sell	405,309 -94,713	-19%	-$4.94M	4.36%	9
2025 Q4	$27.4M	Buy	500,022 +3,380	+0.7%	+$180K	6.28%	6
2025 Q3	$26.8M	Buy	496,642 +19,688	+4%	+$1.04M	6.55%	5
2025 Q2	$25M	Buy	476,954 +3,575	+0.8%	+$177K	6.74%	5
2025 Q1	$23.6M	Sell	473,379 -61,200	-11%	-$3.07M	6.72%	5
2024 Q4	$25.8M	Buy	534,579 +24,728	+5%	+$1.2M	7.56%	5
2024 Q3	$23.1M	Buy	509,851 +194,093	+61%	+$8.47M	7.09%	5
2024 Q2	$13M	Buy	315,758 +6,883	+2%	+$283K	4.69%	10
2024 Q1	$13M	Buy	+308,875	New	+$12.2M	4.9%	8
2023 Q3	$8.21M	Buy	247,526 +28,929	+13%	+$997K	3.84%	10
2023 Q2	$7.37M	Sell	218,597 -7,763	-3%	-$253K	3.47%	12
2023 Q1	$7.28M	Sell	226,360 -391,848	-63%	-$13.6M	3.45%	12
2022 Q4	$21.1M	Buy	618,208 +179,662	+41%	+$6.08M	9.99%	1
2022 Q3	$13.3M	Buy	438,546 +939	+0.2%	+$31K	7.04%	7
2022 Q2	$13.8M	Buy	437,607 +69,555	+19%	+$2.4M	7.15%	7
2022 Q1	$14.1M	Buy	368,052 +14,499	+4%	+$567K	6.55%	8
2021 Q4	$13.8M	Sell	353,553 -12,216	-3%	-$480K	6.5%	7
2021 Q3	$13.7M	Buy	365,769 +4,019	+1%	+$150K	6.87%	7
2021 Q2	$13.3M	Buy	361,750 +14,173	+4%	+$518K	6.73%	7
2021 Q1	$11.8M	Buy	347,577 +12,338	+4%	+$396K	6.68%	8
2020 Q4	$9.88M	Buy	335,239 +22,913	+7%	+$613K	6%	8
2020 Q3	$7.52M	Buy	312,326 +486	+0.2%	+$11.8K	4.98%	8
2020 Q2	$7.21M	Sell	311,840 -61,163	-16%	-$1.39M	4.9%	8
2020 Q1	$7.76M	Buy	373,003 +102,507	+38%	+$2.82M	5.95%	8
2019 Q4	$8.32M	Buy	+270,496	New	+$7.94M	7.39%	7

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

Prudent Investors Network's XLF Position: Q2 2026 in Review

Prudent Investors Network increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q2 2026, buying an estimated $5.32M and bringing the position to 507,676 shares worth $27.2M. The position accounts for 5.27% of the portfolio, ranked #8.

Prudent Investors Network first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $27.4M in Q4 2025. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Prudent Investors Network held 507,676 shares of State Street Financial Select Sector SPDR ETF worth $27.2M as of Q2 2026.
Prudent Investors Network bought 102,367 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.32M.
State Street Financial Select Sector SPDR ETF made up 5.27% of Prudent Investors Network's portfolio in Q2 2026, its #8 holding.
Prudent Investors Network first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Prudent Investors Network's State Street Financial Select Sector SPDR ETF position peaked at $27.4M in Q4 2025.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.