Salem Investment Counselors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Salem Investment Counselors’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	$443K	Buy	8,258 +287	+4%	+$14.9K	0.01%	314
2026 Q1	$394K	Sell	7,971 -15	-0.2%	-$782	0.01%	306
2025 Q4	$437K	Buy	7,986 +548	+7%	+$29.2K	0.01%	292
2025 Q3	$401K	Buy	7,438 +450	+6%	+$23.8K	0.01%	304
2025 Q2	$366K	Sell	6,988 -20	-0.3%	-$990	0.01%	307
2025 Q1	$349K	Sell	7,008 -16,000	-70%	-$803K	0.01%	294
2024 Q4	$1.11M	Sell	23,008 -30	-0.1%	-$1.45K	0.04%	189
2024 Q3	$1.04M	Sell	23,038 -2	-0%	-$87	0.03%	200
2024 Q2	$947K	Sell	23,040 -33	-0.1%	-$1.36K	0.03%	205
2024 Q1	$972K	Sell	23,073 -140	-0.6%	-$5.53K	0.03%	203
2023 Q4	$873K	Sell	23,213 -155	-0.7%	-$5.37K	0.03%	197
2023 Q3	$775K	Hold	23,368	–	–	0.03%	195
2023 Q2	$788K	Hold	23,368	–	–	0.03%	192
2023 Q1	$751K	Buy	23,368 +798	+4%	+$27.7K	0.03%	201
2022 Q4	$772K	Sell	22,570 -557	-2%	-$18.8K	0.03%	205
2022 Q3	$702K	Buy	23,127 +140	+0.6%	+$4.63K	0.03%	202
2022 Q2	$723K	Buy	22,987 +22	+0.1%	+$760	0.03%	206
2022 Q1	$880K	Buy	22,965 +16,715	+267%	+$653K	0.03%	201
2021 Q4	$244K	Sell	6,250 -45	-0.7%	-$1.77K	0.01%	346
2021 Q3	$236K	Buy	6,295 +1,641	+35%	+$61.4K	0.01%	324
2021 Q2	$171K	Sell	4,654 -50	-1%	-$1.83K	0.01%	344
2021 Q1	$160K	Hold	4,704	–	–	0.01%	308
2020 Q4	$139K	Sell	4,704 -75	-2%	-$2.01K	0.01%	310
2020 Q3	$115K	Sell	4,779 -500	-9%	-$12.2K	0.01%	292
2020 Q2	$122K	Sell	5,279 -1,925	-27%	-$43.7K	0.01%	277
2020 Q1	$150K	Sell	7,204 -11	-0.2%	-$303	0.02%	248
2019 Q4	$222K	Sell	7,215 -285	-4%	-$8.37K	0.02%	235
2019 Q3	$210K	Hold	7,500	–	–	0.02%	238
2019 Q2	$207K	Buy	+7,500	New	+$203K	0.02%	244

Other funds holding XLF

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Salem Investment Counselors's XLF Position: Q2 2026 in Review

Salem Investment Counselors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 8,258 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #314.

Salem Investment Counselors first reported a position in XLF in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.11M in Q4 2024. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Salem Investment Counselors held 8,258 shares of State Street Financial Select Sector SPDR ETF worth $443K as of Q2 2026.
Salem Investment Counselors bought 287 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #314 holding.
Salem Investment Counselors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
Salem Investment Counselors's State Street Financial Select Sector SPDR ETF position peaked at $1.11M in Q4 2024.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.