Resources Management Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Resources Management Corp’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	$234K	Buy	4,363 +45	+1%	+$2.34K	0.03%	180
2026 Q1	$213K	Hold	4,318	–	–	0.03%	187
2025 Q4	$236K	Hold	4,318	–	–	0.03%	180
2025 Q3	$233K	Sell	4,318 -115	-3%	-$6.09K	0.03%	178
2025 Q2	$232K	Sell	4,433 -265	-6%	-$13.1K	0.03%	192
2025 Q1	$234K	Buy	4,698 +235	+5%	+$11.8K	0.03%	199
2024 Q4	$216K	Sell	4,463 -240	-5%	-$11.6K	0.03%	218
2024 Q3	$213K	Hold	4,703	–	–	0.03%	223
2024 Q2	$193K	Hold	4,703	–	–	0.03%	221
2024 Q1	$198K	Hold	4,703	–	–	0.03%	221
2023 Q4	$177K	Buy	4,703 +80	+2%	+$2.77K	0.03%	229
2023 Q3	$153K	Sell	4,623 -75	-2%	-$2.58K	0.02%	233
2023 Q2	$158K	Sell	4,698 -4,961	-51%	-$162K	0.02%	234
2023 Q1	$390K	Buy	9,659 +1,861	+24%	+$64.7K	0.06%	180
2022 Q4	$267K	Hold	7,798	–	–	0.04%	204
2022 Q3	$237K	Hold	7,798	–	–	0.04%	217
2022 Q2	$245K	Buy	7,798 +75	+1%	+$2.59K	0.04%	222
2022 Q1	$296K	Buy	7,723 +150	+2%	+$5.86K	0.04%	220
2021 Q4	$296K	Sell	7,573 -100	-1%	-$3.93K	0.04%	227
2021 Q3	$288K	Hold	7,673	–	–	0.04%	224
2021 Q2	$282K	Hold	7,673	–	–	0.04%	233
2021 Q1	$261K	Sell	7,673 -100	-1%	-$3.21K	0.04%	226
2020 Q4	$229K	Sell	7,773 -700	-8%	-$18.7K	0.04%	224
2020 Q3	$204K	Hold	8,473	–	–	0.04%	214
2020 Q2	$196K	Sell	8,473 -100	-1%	-$2.27K	0.04%	217
2020 Q1	$178K	Hold	8,573	–	–	0.04%	210
2019 Q4	$264K	Hold	8,573	–	–	0.05%	195
2019 Q3	$240K	Buy	+8,573	New	+$237K	0.04%	202
2018 Q4	$244K	Buy	10,273 +28	+0.3%	+$727	0.05%	192
2018 Q3	$282K	Buy	+10,245	New	+$287K	0.05%	200

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

Resources Management Corp's XLF Position: Q2 2026 in Review

Resources Management Corp increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q2 2026, buying an estimated $2.34K and bringing the position to 4,363 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #180.

Resources Management Corp first reported a position in XLF in Q3 2018 and has held it in 30 quarters since. The position peaked at $390K in Q1 2023. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Resources Management Corp held 4,363 shares of State Street Financial Select Sector SPDR ETF worth $234K as of Q2 2026.
Resources Management Corp bought 45 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Resources Management Corp's portfolio in Q2 2026, its #180 holding.
Resources Management Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 30 quarters since.
Resources Management Corp's State Street Financial Select Sector SPDR ETF position peaked at $390K in Q1 2023.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.