Sharkey, Howes & Javer’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sharkey, Howes & Javer’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	$485K	Buy	9,049 +3	+0%	+$156	0.06%	114
2026 Q1	$447K	Buy	9,046 +4	+0%	+$208	0.06%	120
2025 Q4	$495K	Hold	9,042	–	–	0.06%	116
2025 Q3	$487K	Hold	9,042	–	–	0.06%	113
2025 Q2	$474K	Buy	9,042 +1,200	+15%	+$59.4K	0.06%	113
2025 Q1	$391K	Hold	7,842	–	–	0.06%	115
2024 Q4	$379K	Hold	7,842	–	–	0.05%	114
2024 Q3	$355K	Buy	+7,842	New	+$342K	0.05%	112
2019 Q3	–	Sell	-8,659	Closed	-$676K	–	185
2019 Q2	$676K	Hold	8,659	–	–	0.31%	34
2019 Q1	$641K	Hold	8,659	–	–	0.3%	36
2018 Q4	$537K	Hold	8,659	–	–	0.35%	29
2018 Q3	$652K	Hold	8,659	–	–	0.34%	26
2018 Q2	$602K	Hold	8,659	–	–	0.33%	24
2018 Q1	$566K	Hold	8,659	–	–	0.32%	22
2017 Q4	$554K	Hold	8,659	–	–	0.32%	21
2017 Q3	$521K	Hold	8,659	–	–	0.27%	20
2017 Q2	$474K	Sell	8,659 -2,778	-24%	-$65.9K	0.27%	21
2017 Q1	$602K	Hold	11,437	–	–	0.32%	17
2016 Q4	$546K	Hold	11,437	–	–	0.33%	20
2016 Q3	$539K	Sell	11,437 -1,591	-12%	-$32.8K	0.33%	20
2016 Q2	$491K	Hold	13,028	–	–	0.31%	21
2016 Q1	$502K	Hold	13,028	–	–	0.37%	22
2015 Q4	$485K	Sell	13,028 -7,321	-36%	-$154K	0.34%	23
2015 Q3	$718K	Buy	+20,349	New	+$431K	0.55%	19

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

Sharkey, Howes & Javer's XLF Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q2 2026, buying an estimated $156 and bringing the position to 9,049 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #114.

Sharkey, Howes & Javer first reported a position in XLF in Q3 2015 and has held it in 24 quarters since. The position peaked at $718K in Q3 2015. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sharkey, Howes & Javer held 9,049 shares of State Street Financial Select Sector SPDR ETF worth $485K as of Q2 2026.
Sharkey, Howes & Javer bought 3 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $156.
State Street Financial Select Sector SPDR ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #114 holding.
Sharkey, Howes & Javer first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and has held it in 24 quarters since.
Sharkey, Howes & Javer's State Street Financial Select Sector SPDR ETF position peaked at $718K in Q3 2015.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.