Royal Fund Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Royal Fund Management’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	$7.85M	Buy	146,491 +4,152	+3%	+$216K	0.65%	45
2026 Q1	$7.03M	Sell	142,339 -73,998	-34%	-$3.86M	0.67%	48
2025 Q4	$11.9M	Sell	216,337 -74,671	-26%	-$3.98M	1.08%	19
2025 Q3	$15.7M	Sell	291,008 -107,076	-27%	-$5.67M	1.87%	10
2025 Q2	$20.9M	Buy	398,084 +836	+0.2%	+$41.4K	2.07%	4
2025 Q1	$19.8M	Buy	397,248 +9,484	+2%	+$476K	2.2%	4
2024 Q4	$18.7M	Sell	387,764 -295,026	-43%	-$14.3M	1.75%	7
2024 Q3	$30.9M	Buy	+682,790	New	+$29.8M	1.84%	7
2023 Q4	–	Sell	-238,824	Closed	-$7.92M	–	323
2023 Q3	$7.92M	Buy	+238,824	New	+$8.23M	1.07%	22
2019 Q2	–	Sell	-363	Closed	-$9K	–	675
2019 Q1	$9K	Sell	363 -33	-8%	-$852	﹤0.01%	379
2018 Q4	$9K	Buy	+396	New	+$10.3K	﹤0.01%	353
2018 Q3	–	Sell	-84	Closed	-$2K	–	670
2018 Q2	$2K	Sell	84 -183	-69%	-$5.05K	﹤0.01%	496
2018 Q1	$7K	Sell	267 -666	-71%	-$19.2K	﹤0.01%	373
2017 Q4	$26K	Buy	933 +672	+257%	+$18.1K	0.01%	267
2017 Q3	$6K	Buy	+261	New	+$6.51K	﹤0.01%	346

Other funds holding XLF

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Royal Fund Management's XLF Position: Q2 2026 in Review

Royal Fund Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q2 2026, buying an estimated $216K and bringing the position to 146,491 shares worth $7.85M. The position accounts for 0.65% of the portfolio, ranked #45.

Royal Fund Management first reported a position in XLF in Q3 2017 and has held it in 15 quarters since. The position peaked at $30.9M in Q3 2024. 444 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Royal Fund Management held 146,491 shares of State Street Financial Select Sector SPDR ETF worth $7.85M as of Q2 2026.
Royal Fund Management bought 4,152 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
State Street Financial Select Sector SPDR ETF made up 0.65% of Royal Fund Management's portfolio in Q2 2026, its #45 holding.
Royal Fund Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 15 quarters since.
Royal Fund Management's State Street Financial Select Sector SPDR ETF position peaked at $30.9M in Q3 2024.
444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.