Rockingstone Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rockingstone Advisors’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	$2.47M	Buy	46,138 +1,660	+4%	+$86.3K	0.99%	41
2026 Q1	$2.2M	Buy	44,478 +20	+0%	+$1.04K	1.01%	42
2025 Q4	$2.43M	Buy	44,458 +1,315	+3%	+$70.1K	1.11%	37
2025 Q3	$2.32M	Sell	43,143 -250	-0.6%	-$13.2K	1.15%	36
2025 Q2	$2.27M	Sell	43,393 -15,000	-26%	-$742K	1.19%	34
2025 Q1	$2.91M	Buy	58,393 +1,410	+2%	+$70.7K	1.31%	32
2024 Q4	$2.75M	Buy	56,983 +1,516	+3%	+$73.3K	1.22%	30
2024 Q3	$2.51M	Buy	55,467 +7,085	+15%	+$309K	1.23%	30
2024 Q2	$1.99M	Buy	48,382 +2,131	+5%	+$87.7K	1.02%	37
2024 Q1	$1.95M	Buy	46,251 +988	+2%	+$39K	1.01%	38
2023 Q4	$1.7M	Buy	45,263 +4,362	+11%	+$151K	0.95%	38
2023 Q3	$1.36M	Buy	40,901 +115	+0.3%	+$3.96K	0.75%	49
2023 Q2	$1.37M	Buy	40,786 +868	+2%	+$28.3K	0.78%	49
2023 Q1	$1.28M	Buy	39,918 +1,355	+4%	+$47.1K	0.78%	49
2022 Q4	$1.32M	Buy	+38,563	New	+$1.3M	0.99%	47

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

Rockingstone Advisors's XLF Position: Q2 2026 in Review

Rockingstone Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, buying an estimated $86.3K and bringing the position to 46,138 shares worth $2.47M. The position accounts for 0.99% of the portfolio, ranked #41.

Rockingstone Advisors first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.91M in Q1 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Rockingstone Advisors held 46,138 shares of State Street Financial Select Sector SPDR ETF worth $2.47M as of Q2 2026.
Rockingstone Advisors bought 1,660 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $86.3K.
State Street Financial Select Sector SPDR ETF made up 0.99% of Rockingstone Advisors's portfolio in Q2 2026, its #41 holding.
Rockingstone Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Rockingstone Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.91M in Q1 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.