Sherry Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sherry Group’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	$850K	Buy	15,923 +185	+1%	+$10.5K	0.8%	32
2026 Q2	$845K	Buy	15,738 +770	+5%	+$40K	0.83%	30
2026 Q1	$739K	Hold	14,968	–	–	0.81%	30
2025 Q4	$826K	Buy	+14,968	New	+$798K	0.87%	30

Other funds holding XLF

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Sherry Group's XLF Position: Q3 2026 in Review

Sherry Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q3 2026, buying an estimated $10.5K and bringing the position to 15,923 shares worth $850K. The position accounts for 0.8% of the portfolio, ranked #32.

Sherry Group first reported a position in XLF in Q4 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Sherry Group held 15,923 shares of State Street Financial Select Sector SPDR ETF worth $850K as of Q3 2026.
Sherry Group bought 185 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $10.5K.
State Street Financial Select Sector SPDR ETF made up 0.8% of Sherry Group's portfolio in Q3 2026, its #32 holding.
Sherry Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.