Searle & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Searle & Co’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	$231K	Hold	4,302	–	–	0.05%	180
2026 Q1	$212K	Hold	4,302	–	–	0.05%	187
2025 Q4	$236K	Hold	4,302	–	–	0.06%	171
2025 Q3	$232K	Hold	4,302	–	–	0.06%	171
2025 Q2	$225K	Buy	4,302 +101	+2%	+$5K	0.06%	166
2025 Q1	$209K	Hold	4,201	–	–	0.06%	169
2024 Q4	$203K	Buy	+4,201	New	+$203K	0.06%	171

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

Searle & Co's XLF Position: Q2 2026 in Review

Searle & Co held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,302 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #180.

Searle & Co first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Searle & Co held 4,302 shares of State Street Financial Select Sector SPDR ETF worth $231K as of Q2 2026.
Searle & Co left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Searle & Co's portfolio in Q2 2026, its #180 holding.
Searle & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Searle & Co's State Street Financial Select Sector SPDR ETF position peaked at $236K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.