Romano Brothers & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Romano Brothers & Co’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	$444K	Hold	8,287	–	–	0.04%	251
2026 Q1	$409K	Hold	8,287	–	–	0.05%	249
2025 Q4	$454K	Sell	8,287 -500	-6%	-$26.6K	0.05%	230
2025 Q3	$473K	Hold	8,787	–	–	0.05%	226
2025 Q2	$460K	Sell	8,787 -626	-7%	-$31K	0.06%	225
2025 Q1	$469K	Buy	9,413 +1,519	+19%	+$76.2K	0.06%	220
2024 Q4	$382K	Hold	7,894	–	–	0.05%	235
2024 Q3	$358K	Sell	7,894 -50	-0.6%	-$2.18K	0.04%	243
2024 Q2	$327K	Sell	7,944 -233	-3%	-$9.59K	0.05%	245
2024 Q1	$344K	Sell	8,177 -288	-3%	-$11.4K	0.05%	244
2023 Q4	$318K	Sell	8,465 -262	-3%	-$9.07K	0.05%	244
2023 Q3	$289K	Sell	8,727 -700	-7%	-$24.1K	0.05%	252
2023 Q2	$318K	Hold	9,427	–	–	0.05%	250
2023 Q1	$303K	Buy	9,427 +420	+5%	+$14.6K	0.05%	255
2022 Q4	$308K	Sell	9,007 -300	-3%	-$10.1K	0.05%	253
2022 Q3	$283K	Buy	+9,307	New	+$308K	0.05%	256

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

Romano Brothers & Co's XLF Position: Q2 2026 in Review

Romano Brothers & Co held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 8,287 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #251.

Romano Brothers & Co first reported a position in XLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $473K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Romano Brothers & Co held 8,287 shares of State Street Financial Select Sector SPDR ETF worth $444K as of Q2 2026.
Romano Brothers & Co left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #251 holding.
Romano Brothers & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's State Street Financial Select Sector SPDR ETF position peaked at $473K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.