RF
XLF icon

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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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. 630 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.
  • 630 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.