Bank of the Bluegrass & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bank of the Bluegrass & Trust’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	$10.9M	Buy	+204,835	New	+$10.6M	3.37%	8

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 22.9% 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

Bank of the Bluegrass & Trust's XLF Position: Q2 2026 in Review

Bank of the Bluegrass & Trust opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 204,835 shares worth $10.9M. The stake represents 3.37% of the portfolio and ranks #8 among its holdings.

1,905 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bank of the Bluegrass & Trust held 204,835 shares of State Street Financial Select Sector SPDR ETF worth $10.9M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Bank of the Bluegrass & Trust position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 3.37% of Bank of the Bluegrass & Trust's portfolio in Q2 2026, its #8 holding.
1,905 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bank of the Bluegrass & Trust's 13F filing for Q2 2026, filed 28 Oct 2026.