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

Richardson Financial Services’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 		$9.92K Sell
185
-18
-9% -$936 0.01% 472
2026
Q1 		$10K Buy
+203
New +$10.6K 0.01% 477
2025
Q1 		– Sell
-19,417
Closed -$937K – 642
2024
Q4 		$937K Buy
+19,417
New +$939K 0.66% 36

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

Richardson Financial Services's XLF Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.9% in Q2 2026, selling an estimated $936 and leaving 185 shares worth $9.92K. The position accounts for 0.01% of the portfolio, ranked #472.

Richardson Financial Services first reported a position in XLF in Q4 2024 and has held it in 3 quarters since. The position peaked at $937K in Q4 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Richardson Financial Services held 185 shares of State Street Financial Select Sector SPDR ETF worth $9.92K as of Q2 2026.
  • Richardson Financial Services sold 18 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $936.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #472 holding.
  • Richardson Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
  • Richardson Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $937K in Q4 2024.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.