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

Schoolcraft Capital’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 Q3	$202K	Hold	3,779	–	–	0.04%	67
2026 Q2	$203K	Buy	+3,779	New	+$196K	0.04%	66
2026 Q1	–	Sell	-3,779	Closed	-$207K	–	67
2025 Q4	$207K	Hold	3,779	–	–	0.04%	66
2025 Q3	$204K	Buy	+3,779	New	+$200K	0.04%	65
2025 Q2	–	Sell	-5,358	Closed	-$267K	–	74
2025 Q1	$267K	Buy	+5,358	New	+$269K	0.05%	66
2021 Q2	–	Sell	-9,000	Closed	-$306K	–	54
2021 Q1	$306K	Hold	9,000	–	–	0.12%	42
2020 Q4	$265K	Hold	9,000	–	–	0.11%	43
2020 Q3	$217K	Hold	9,000	–	–	0.1%	45
2020 Q2	$208K	Buy	+9,000	New	+$204K	0.1%	47
2020 Q1	–	Sell	-9,000	Closed	-$277K	–	73
2019 Q4	$277K	Hold	9,000	–	–	0.14%	53
2019 Q3	$252K	Hold	9,000	–	–	0.14%	50
2019 Q2	$248K	Hold	9,000	–	–	0.15%	46
2019 Q1	$231K	Buy	+9,000	New	+$232K	0.15%	43

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Schoolcraft Capital's XLF Position: Q3 2026 in Review

Schoolcraft Capital held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 3,779 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #67.

Schoolcraft Capital first reported a position in XLF in Q1 2019 and has held it in 13 quarters since. The position peaked at $306K in Q1 2021. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Schoolcraft Capital held 3,779 shares of State Street Financial Select Sector SPDR ETF worth $202K as of Q3 2026.
Schoolcraft Capital left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Schoolcraft Capital's portfolio in Q3 2026, its #67 holding.
Schoolcraft Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 13 quarters since.
Schoolcraft Capital's State Street Financial Select Sector SPDR ETF position peaked at $306K in Q1 2021.
852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.