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

Ruggiero Investments’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	$1.44M	Sell	26,787 -7,038	-21%	-$366K	1.21%	24
2026 Q1	$1.67M	Buy	33,825 +1,166	+4%	+$60.8K	1.61%	18
2025 Q4	$1.79M	Buy	+32,659	New	+$1.74M	1.62%	17

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

Ruggiero Investments's XLF Position: Q2 2026 in Review

Ruggiero Investments reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, selling an estimated $366K and leaving 26,787 shares worth $1.44M. The position accounts for 1.21% of the portfolio, ranked #24.

Ruggiero Investments first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ruggiero Investments held 26,787 shares of State Street Financial Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Ruggiero Investments sold 7,038 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $366K.
State Street Financial Select Sector SPDR ETF made up 1.21% of Ruggiero Investments's portfolio in Q2 2026, its #24 holding.
Ruggiero Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Ruggiero Investments's State Street Financial Select Sector SPDR ETF position peaked at $1.79M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.