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

Rossby Financial’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	$1.08M	Sell	20,222 -875	-4%	-$45.5K	0.2%	101
2026 Q1	$1.04M	Buy	21,097 +18,190	+626%	+$948K	0.21%	101
2025 Q4	$159K	Buy	2,907 +2,798	+2,567%	+$149K	0.05%	321
2025 Q3	$5.82K	Hold	109	–	–	﹤0.01%	957
2025 Q2	$5.71K	Buy	109 +24	+28%	+$1.19K	﹤0.01%	878
2025 Q1	$4.08K	Buy	+85	New	+$4.26K	﹤0.01%	827

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

Rossby Financial's XLF Position: Q2 2026 in Review

Rossby Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q2 2026, selling an estimated $45.5K and leaving 20,222 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #101.

Rossby Financial first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Rossby Financial held 20,222 shares of State Street Financial Select Sector SPDR ETF worth $1.08M as of Q2 2026.
Rossby Financial sold 875 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $45.5K.
State Street Financial Select Sector SPDR ETF made up 0.2% of Rossby Financial's portfolio in Q2 2026, its #101 holding.
Rossby Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.