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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Sherry Group's XLF Position: Q2 2026 in Review

Sherry Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q2 2026, buying an estimated $40K and bringing the position to 15,738 shares worth $845K. The position accounts for 0.83% of the portfolio, ranked #30.

Sherry Group first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Sherry Group held 15,738 shares of State Street Financial Select Sector SPDR ETF worth $845K as of Q2 2026.
  • Sherry Group bought 770 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40K.
  • State Street Financial Select Sector SPDR ETF made up 0.83% of Sherry Group's portfolio in Q2 2026, its #30 holding.
  • Sherry Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sherry Group's 13F filing for Q2 2026, filed 16 Jul 2026.