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

Roxbury 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	$51.3K	Buy	958 +4	+0.4%	+$208	0.04%	196
2026 Q1	$47.1K	Buy	954 +4	+0.4%	+$208	0.04%	190
2025 Q4	$52K	Buy	950 +4	+0.4%	+$213	0.05%	175
2025 Q3	$51K	Buy	946 +3	+0.3%	+$159	0.05%	175
2025 Q2	$49.4K	Buy	943 +6	+0.6%	+$297	0.05%	171
2025 Q1	$48.9K	Buy	937 +5	+0.5%	+$251	0.05%	170
2024 Q4	$47.9K	Buy	+932	New	+$45.1K	0.05%	165

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

Roxbury Financial's XLF Position: Q2 2026 in Review

Roxbury Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.42% in Q2 2026, buying an estimated $208 and bringing the position to 958 shares worth $51.3K. The position accounts for 0.04% of the portfolio, ranked #196.

Roxbury Financial first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $52K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Roxbury Financial held 958 shares of State Street Financial Select Sector SPDR ETF worth $51.3K as of Q2 2026.
Roxbury Financial bought 4 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $208.
State Street Financial Select Sector SPDR ETF made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #196 holding.
Roxbury Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's State Street Financial Select Sector SPDR ETF position peaked at $52K in Q4 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.