Second Half Financial Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Second Half Financial Partners’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	$696K	Buy	+12,986	New	+$675K	0.29%	45
2026 Q1	–	Sell	-5,866	Closed	-$321K	–	120
2025 Q4	$321K	Sell	5,866 -8,241	-58%	-$439K	0.14%	63
2025 Q3	$760K	Sell	14,107 -52	-0.4%	-$2.75K	0.33%	36
2025 Q2	$742K	Sell	14,159 -117	-0.8%	-$5.79K	0.35%	36
2025 Q1	$711K	Sell	14,276 -69	-0.5%	-$3.46K	0.35%	38
2024 Q4	$693K	Buy	+14,345	New	+$694K	0.34%	42
2024 Q2	–	Sell	-13,262	Closed	-$559K	–	70
2024 Q1	$559K	Buy	+13,262	New	+$524K	0.25%	41

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

FFA

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Second Half Financial Partners's XLF Position: Q2 2026 in Review

Second Half Financial Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 12,986 shares worth $696K. The stake represents 0.29% of the portfolio and ranks #45 among its holdings. This is a return to the name: Second Half Financial Partners previously reported a position in XLF as recently as Q4 2025.

Second Half Financial Partners first reported a position in XLF in Q1 2024 and has held it in 7 quarters since. The position peaked at $760K in Q3 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Second Half Financial Partners held 12,986 shares of State Street Financial Select Sector SPDR ETF worth $696K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Second Half Financial Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.29% of Second Half Financial Partners's portfolio in Q2 2026, its #45 holding.
Second Half Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
Second Half Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $760K in Q3 2025.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.