Relyea Zuckerberg Hanson’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Relyea Zuckerberg Hanson’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	$4.91M	Buy	91,576 +64,000	+232%	+$3.33M	0.41%	44
2026 Q1	$1.36M	Sell	27,576 -37,350	-58%	-$1.95M	0.14%	86
2025 Q4	$3.56M	Buy	64,926 +128	+0.2%	+$6.82K	0.36%	49
2025 Q3	$3.49M	Buy	64,798 +17,155	+36%	+$909K	0.37%	49
2025 Q2	$2.5M	Buy	47,643 +20,067	+73%	+$993K	0.29%	56
2025 Q1	$1.37M	Hold	27,576	–	–	0.19%	76
2024 Q4	$1.33M	Hold	27,576	–	–	0.18%	80
2024 Q3	$1.25M	Buy	+27,576	New	+$1.2M	0.19%	74
2023 Q2	–	Sell	-50,575	Closed	-$1.63M	–	203
2023 Q1	$1.63M	Buy	+50,575	New	+$1.76M	0.4%	43
2022 Q4	–	Sell	-17,152	Closed	-$521K	–	173
2022 Q3	$521K	Sell	17,152 -165	-1%	-$5.45K	0.19%	82
2022 Q2	$545K	Hold	17,317	–	–	0.2%	78
2022 Q1	$646K	Buy	17,317 +5,137	+42%	+$201K	0.21%	74
2021 Q4	$465K	Hold	12,180	–	–	0.17%	98
2021 Q3	$457K	Buy	+12,180	New	+$456K	0.18%	88

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

Relyea Zuckerberg Hanson's XLF Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 232% in Q2 2026, buying an estimated $3.33M and bringing the position to 91,576 shares worth $4.91M. The position accounts for 0.41% of the portfolio, ranked #44.

Relyea Zuckerberg Hanson first reported a position in XLF in Q3 2021 and has held it in 14 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Relyea Zuckerberg Hanson held 91,576 shares of State Street Financial Select Sector SPDR ETF worth $4.91M as of Q2 2026.
Relyea Zuckerberg Hanson bought 64,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.33M.
State Street Financial Select Sector SPDR ETF made up 0.41% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #44 holding.
Relyea Zuckerberg Hanson first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.