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

Ranch 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	$1.28M	Sell	23,799 -12	-0.1%	-$624	0.4%	67
2026 Q1	$1.18M	Sell	23,811 -161	-0.7%	-$8.39K	0.42%	64
2025 Q4	$1.31M	Buy	23,972 +311	+1%	+$16.6K	0.48%	59
2025 Q3	$1.27M	Buy	23,661 +144	+0.6%	+$7.63K	0.49%	55
2025 Q2	$1.23M	Buy	23,517 +1,408	+6%	+$69.7K	0.53%	54
2025 Q1	$1.1M	Sell	22,109 -539	-2%	-$27K	0.52%	57
2024 Q4	$1.09M	Buy	22,648 +330	+1%	+$16K	0.52%	58
2024 Q3	$1.01M	Sell	22,318 -19,490	-47%	-$850K	0.48%	64
2024 Q2	$1.72M	Buy	41,808 +78	+0.2%	+$3.21K	0.9%	31
2024 Q1	$1.76M	Sell	41,730 -277	-0.7%	-$10.9K	0.95%	31
2023 Q4	$1.58M	Buy	42,007 +673	+2%	+$23.3K	0.98%	31
2023 Q3	$1.37M	Buy	41,334 +359	+0.9%	+$12.4K	0.96%	30
2023 Q2	$1.38M	Sell	40,975 -91	-0.2%	-$2.97K	0.97%	30
2023 Q1	$1.32M	Buy	41,066 +4,793	+13%	+$167K	0.97%	28
2022 Q4	$1.24M	Buy	36,273 +26,385	+267%	+$892K	0.97%	32
2022 Q3	$300K	Buy	9,888 +11	+0.1%	+$364	0.25%	111
2022 Q2	$311K	Sell	9,877 -3,963	-29%	-$137K	0.24%	111
2022 Q1	$530K	Buy	13,840 +1,167	+9%	+$45.6K	0.35%	88
2021 Q4	$495K	Buy	12,673 +297	+2%	+$11.7K	0.32%	93
2021 Q3	$464K	Buy	12,376 +11,376	+1,138%	+$426K	0.29%	97
2021 Q2	$36K	Hold	1,000	–	–	0.02%	369
2021 Q1	$34K	Hold	1,000	–	–	0.02%	359
2020 Q4	$29K	Hold	1,000	–	–	0.02%	382
2020 Q3	$24K	Sell	1,000 -500	-33%	-$12.2K	0.02%	413
2020 Q2	$37K	Sell	1,500 -500	-25%	-$11.4K	0.03%	356
2020 Q1	$41K	Sell	2,000 -600	-23%	-$16.5K	0.04%	309
2019 Q4	$80K	Buy	+2,600	New	+$76.3K	0.06%	249

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

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

Ranch Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.05% in Q2 2026, selling an estimated $624 and leaving 23,799 shares worth $1.28M. The position accounts for 0.4% of the portfolio, ranked #67.

Ranch Capital Advisors first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.76M in Q1 2024. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ranch Capital Advisors held 23,799 shares of State Street Financial Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Ranch Capital Advisors sold 12 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $624.
State Street Financial Select Sector SPDR ETF made up 0.4% of Ranch Capital Advisors's portfolio in Q2 2026, its #67 holding.
Ranch Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Ranch Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.76M in Q1 2024.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.