Richards, Merrill & Peterson’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Richards, Merrill & Peterson’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	$1.07M	Buy	19,925 +4,950	+33%	+$257K	0.34%	72
2026 Q1	$739K	Buy	14,975 +14,250	+1,966%	+$743K	0.27%	94
2025 Q4	$39.7K	Buy	+725	New	+$38.6K	0.02%	225
2025 Q2	–	Sell	-725	Closed	-$36.1K	–	481
2025 Q1	$36.1K	Buy	725 +100	+16%	+$5.02K	0.02%	282
2024 Q4	$30.2K	Buy	+625	New	+$30.2K	0.02%	293

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Richards, Merrill & Peterson's XLF Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 33% in Q2 2026, buying an estimated $257K and bringing the position to 19,925 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #72.

Richards, Merrill & Peterson first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Richards, Merrill & Peterson held 19,925 shares of State Street Financial Select Sector SPDR ETF worth $1.07M as of Q2 2026.
Richards, Merrill & Peterson bought 4,950 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $257K.
State Street Financial Select Sector SPDR ETF made up 0.34% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #72 holding.
Richards, Merrill & Peterson first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.