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Purkiss Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Purkiss Capital Advisors’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 		$469K Sell
8,750
-467
-5% -$24.3K 0.18% 103
2026
Q1 		$455K Sell
9,217
-64
-0.7% -$3.33K 0.2% 92
2025
Q4 		$508K Sell
9,281
-10,391
-53% -$554K 0.24% 85
2025
Q3 		$1.06M Buy
19,672
+8,571
+77% +$454K 0.51% 44
2025
Q2 		$581K Sell
11,101
-1,714
-13% -$84.8K 0.32% 66
2025
Q1 		$638K Buy
12,815
+7,197
+128% +$361K 0.48% 43
2024
Q4 		$272K Buy
+5,618
New +$272K 0.23% 76

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Purkiss Capital Advisors's XLF Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q2 2026, selling an estimated $24.3K and leaving 8,750 shares worth $469K. The position accounts for 0.18% of the portfolio, ranked #103.

Purkiss Capital Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Purkiss Capital Advisors held 8,750 shares of State Street Financial Select Sector SPDR ETF worth $469K as of Q2 2026.
  • Purkiss Capital Advisors sold 467 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.18% of Purkiss Capital Advisors's portfolio in Q2 2026, its #103 holding.
  • Purkiss Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.06M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.