Rebalance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rebalance’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	$903K	Buy	16,845 +59	+0.4%	+$3.07K	0.05%	64
2026 Q1	$829K	Buy	16,786 +85	+0.5%	+$4.43K	0.05%	62
2025 Q4	$915K	Buy	16,701 +57	+0.3%	+$3.04K	0.05%	64
2025 Q3	$897K	Buy	16,644 +55	+0.3%	+$2.91K	0.05%	66
2025 Q2	$869K	Buy	16,589 +55	+0.3%	+$2.72K	0.06%	64
2025 Q1	$824K	Buy	16,534 +58	+0.4%	+$2.91K	0.06%	62
2024 Q4	$796K	Buy	16,476 +69	+0.4%	+$3.34K	0.06%	56
2024 Q3	$744K	Buy	16,407 +61	+0.4%	+$2.66K	0.05%	57
2024 Q2	$672K	Buy	16,346 +64	+0.4%	+$2.63K	0.05%	59
2024 Q1	$686K	Buy	16,282 +60	+0.4%	+$2.37K	0.06%	59
2023 Q4	$610K	Buy	+16,222	New	+$562K	0.05%	59

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

Rebalance's XLF Position: Q2 2026 in Review

Rebalance increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.35% in Q2 2026, buying an estimated $3.07K and bringing the position to 16,845 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #64.

Rebalance first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $915K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Rebalance held 16,845 shares of State Street Financial Select Sector SPDR ETF worth $903K as of Q2 2026.
Rebalance bought 59 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.07K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Rebalance's portfolio in Q2 2026, its #64 holding.
Rebalance first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Rebalance's State Street Financial Select Sector SPDR ETF position peaked at $915K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.