SeaBridge Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SeaBridge Investment Advisors’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	–	Sell	-4,489	Closed	-$222K	–	203
2026 Q1	$222K	Hold	4,489	–	–	0.04%	175
2025 Q4	$246K	Hold	4,489	–	–	0.04%	182
2025 Q3	$242K	Sell	4,489 -524	-10%	-$27.8K	0.04%	182
2025 Q2	$263K	Sell	5,013 -3,039	-38%	-$150K	0.05%	179
2025 Q1	$401K	Hold	8,052	–	–	0.09%	148
2024 Q4	$389K	Buy	+8,052	New	+$389K	0.08%	153

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

SeaBridge Investment Advisors's XLF Position: Q2 2026 in Review

SeaBridge Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,489 shares — an estimated $222K sold.

SeaBridge Investment Advisors first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $401K in Q1 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SeaBridge Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
SeaBridge Investment Advisors sold 4,489 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $222K.
SeaBridge Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
SeaBridge Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $401K in Q1 2025.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.