Rothschild Investment LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rothschild Investment LLC’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	$426K	Sell	7,942 -759	-9%	-$39.4K	0.02%	653
2026 Q1	$430K	Buy	8,701 +4	+0%	+$208	0.02%	441
2025 Q4	$476K	Buy	8,697 +117	+1%	+$6.23K	0.03%	379
2025 Q3	$462K	Buy	8,580 +589	+7%	+$31.2K	0.03%	376
2025 Q2	$418K	Sell	7,991 -497	-6%	-$24.6K	0.03%	378
2025 Q1	$423K	Sell	8,488 -534	-6%	-$26.8K	0.03%	370
2024 Q4	$436K	Buy	9,022 +6	+0.1%	+$290	0.03%	366
2024 Q3	$409K	Buy	9,016 +5	+0.1%	+$218	0.03%	380
2024 Q2	$370K	Buy	9,011 +1,171	+15%	+$48.2K	0.03%	392
2024 Q1	$330K	Buy	7,840 +5	+0.1%	+$197	0.02%	388
2023 Q4	$295K	Buy	7,835 +11	+0.1%	+$381	0.02%	360
2023 Q3	$260K	Sell	7,824 -2,739	-26%	-$94.4K	0.02%	404
2023 Q2	$356K	Sell	10,563 -605	-5%	-$19.7K	0.03%	353
2023 Q1	$359K	Sell	11,168 -494	-4%	-$17.2K	0.03%	347
2022 Q4	$399K	Sell	11,662 -287	-2%	-$9.71K	0.04%	322
2022 Q3	$363K	Sell	11,949 -818	-6%	-$27K	0.04%	328
2022 Q2	$402K	Buy	12,767 +2,046	+19%	+$70.7K	0.04%	328
2022 Q1	$411K	Buy	10,721 +1,751	+20%	+$68.4K	0.03%	350
2021 Q4	$350K	Buy	8,970 +1	+0%	+$39	0.03%	378
2021 Q3	$337K	Buy	8,969 +1	+0%	+$37	0.03%	372
2021 Q2	$329K	Buy	8,968 +1	+0%	+$37	0.03%	387
2021 Q1	$305K	Sell	8,967 -98	-1%	-$3.15K	0.03%	380
2020 Q4	$267K	Sell	9,065 -66,989	-88%	-$1.79M	0.03%	374
2020 Q3	$1.83M	Sell	76,054 -6,699	-8%	-$163K	0.2%	112
2020 Q2	$1.92M	Sell	82,753 -1,573	-2%	-$35.7K	0.23%	105
2020 Q1	$1.76M	Sell	84,326 -4,248	-5%	-$117K	0.23%	111
2019 Q4	$2.73M	Sell	88,574 -6,373	-7%	-$187K	0.27%	103
2019 Q3	$2.66M	Sell	94,947 -199	-0.2%	-$5.49K	0.31%	95
2019 Q2	$2.63M	Sell	95,146 -5,414	-5%	-$147K	0.31%	95
2019 Q1	$2.58M	Sell	100,560 -6,113	-6%	-$158K	0.3%	96
2018 Q4	$2.54M	Sell	106,673 -10,146	-9%	-$264K	0.34%	84
2018 Q3	$3.22M	Sell	116,819 -2,495	-2%	-$69.8K	0.38%	75
2018 Q2	$3.17M	Sell	119,314 -1,920	-2%	-$53K	0.4%	71
2018 Q1	$3.34M	Sell	121,234 -5,801	-5%	-$167K	0.43%	63
2017 Q4	$3.55M	Sell	127,035 -7,595	-6%	-$204K	0.39%	63
2017 Q3	$3.48M	Sell	134,630 -2,550	-2%	-$63.6K	0.39%	60
2017 Q2	$3.38M	Sell	137,180 -4,930	-3%	-$117K	0.38%	63
2017 Q1	$3.37M	Sell	142,110 -2,590	-2%	-$62K	0.39%	63
2016 Q4	$3.36M	Sell	144,700 -925	-0.6%	-$19.8K	0.4%	64
2016 Q3	$2.81M	Sell	145,625 -18,047	-11%	-$372K	0.34%	82
2016 Q2	$3.28M	Sell	163,672 -89,509	-35%	-$1.81M	0.42%	70
2016 Q1	$5M	Buy	253,181 +133,457	+111%	+$2.54M	0.64%	39
2015 Q4	$2.5M	Buy	119,724 +360	+0.3%	+$7.58K	0.32%	81
2015 Q3	$2.37M	Sell	119,364 -257	-0.2%	-$5.45K	0.31%	83
2015 Q2	$2.56M	Buy	119,621 +29	+0%	+$626	0.3%	89
2015 Q1	$2.53M	Sell	119,592 -29	-0%	-$614	0.3%	87
2014 Q4	$2.6M	Buy	119,621 +285	+0.2%	+$5.97K	0.31%	81
2014 Q3	$2.43M	Sell	119,336 -10	-0%	-$202	0.3%	81
2014 Q2	$2.38M	Buy	119,346 +2,089	+2%	+$40.7K	0.3%	83
2014 Q1	$2.3M	Buy	117,257 +1,082	+0.9%	+$20.7K	0.31%	81
2013 Q4	$2.23M	Buy	116,175 +295	+0.3%	+$5.43K	0.3%	80
2013 Q3	$2.02M	Hold	115,880	–	–	0.3%	78
2013 Q2	$1.98M	Buy	+115,880	New	+$1.94M	0.32%	80

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Rothschild Investment LLC's XLF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.7% in Q2 2026, selling an estimated $39.4K and leaving 7,942 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #653.

Rothschild Investment LLC first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $5M in Q1 2016. 1,143 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Rothschild Investment LLC held 7,942 shares of State Street Financial Select Sector SPDR ETF worth $426K as of Q2 2026.
Rothschild Investment LLC sold 759 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $39.4K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #653 holding.
Rothschild Investment LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Rothschild Investment LLC's State Street Financial Select Sector SPDR ETF position peaked at $5M in Q1 2016.
1,143 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.