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Richard W. Paul & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Richard W. Paul & Associates’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 		$349K Sell
6,508
-39
-0.6% -$2.03K 0.11% 137
2026
Q1 		$323K Sell
6,547
-25
-0.4% -$1.3K 0.11% 141
2025
Q4 		$360K Sell
6,572
-245
-4% -$13.1K 0.12% 136
2025
Q3 		$367K Sell
6,817
-916
-12% -$48.5K 0.13% 142
2025
Q2 		$405K Sell
7,733
-1,066
-12% -$52.8K 0.15% 128
2025
Q1 		$438K Sell
8,799
-11,343
-56% -$569K 0.17% 122
2024
Q4 		$973K Sell
20,142
-869
-4% -$42K 0.35% 74
2024
Q3 		$952K Sell
21,011
-2,615
-11% -$114K 0.34% 82
2024
Q2 		$971K Sell
23,626
-455
-2% -$18.7K 0.37% 67
2024
Q1 		$1.01M Sell
24,081
-1,048
-4% -$41.4K 0.4% 65
2023
Q4 		$945K Sell
25,129
-564
-2% -$19.5K 0.4% 65
2023
Q3 		$852K Buy
25,693
+14,207
+124% +$490K 0.39% 71
2023
Q2 		$387K Buy
11,486
+22
+0.2% +$718 0.17% 131
2023
Q1 		$369K Buy
11,464
+1,690
+17% +$58.7K 0.17% 133
2022
Q4 		$334K Buy
+9,774
New +$331K 0.17% 133

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richard W. Paul & Associates's XLF Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.6% in Q2 2026, selling an estimated $2.03K and leaving 6,508 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #137.

Richard W. Paul & Associates first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Richard W. Paul & Associates held 6,508 shares of State Street Financial Select Sector SPDR ETF worth $349K as of Q2 2026.
  • Richard W. Paul & Associates sold 39 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.03K.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Richard W. Paul & Associates's portfolio in Q2 2026, its #137 holding.
  • Richard W. Paul & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's State Street Financial Select Sector SPDR ETF position peaked at $1.01M in Q1 2024.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.