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

Richmond Investment 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	–	Sell	-8,823	Closed	-$436K	–	255
2026 Q1	$436K	Sell	8,823 -1,540	-15%	-$80.2K	0.07%	168
2025 Q4	$568K	Sell	10,363 -1,830	-15%	-$97.5K	0.1%	125
2025 Q3	$657K	Buy	12,193 +2,565	+27%	+$136K	0.12%	115
2025 Q2	$504K	Buy	+9,628	New	+$477K	0.11%	126

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

Richmond Investment Services's XLF Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 8,823 shares — an estimated $436K sold.

Richmond Investment Services first reported a position in XLF in Q2 2025 and held it in 4 quarters. The position peaked at $657K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Richmond Investment Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 8,823 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $436K.
Richmond Investment Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's State Street Financial Select Sector SPDR ETF position peaked at $657K in Q3 2025.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.