Shulman DeMeo Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Shulman DeMeo Asset Management’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	$683K	Sell	12,741 -9	-0.1%	-$468	0.13%	58
2026 Q1	$629K	Sell	12,750 -363	-3%	-$18.9K	0.13%	57
2025 Q4	$718K	Buy	13,113 +568	+5%	+$30.3K	0.16%	44
2025 Q3	$676K	Buy	12,545 +3	+0%	+$159	0.16%	48
2025 Q2	$657K	Sell	12,542 -263	-2%	-$13K	0.16%	47
2025 Q1	$638K	Sell	12,805 -110	-0.9%	-$5.52K	0.18%	45
2024 Q4	$624K	Buy	12,915 +363	+3%	+$17.6K	0.17%	45
2024 Q3	$569K	Buy	12,552 +4	+0%	+$175	0.14%	59
2024 Q2	$516K	Sell	12,548 -254	-2%	-$10.5K	0.13%	56
2024 Q1	$539K	Sell	12,802 -4,408	-26%	-$174K	0.14%	59
2023 Q4	$647K	Buy	17,210 +6,244	+57%	+$216K	0.18%	44
2023 Q3	$364K	Hold	10,966	–	–	0.12%	80
2023 Q2	$370K	Sell	10,966 -2,492	-19%	-$81.3K	0.11%	84
2023 Q1	$433K	Buy	13,458 +6	+0%	+$209	0.14%	72
2022 Q4	$460K	Buy	13,452 +2,776	+26%	+$93.9K	0.15%	65
2022 Q3	$324K	Sell	10,676 -277	-3%	-$9.16K	0.12%	89
2022 Q2	$344K	Hold	10,953	–	–	0.11%	91
2022 Q1	$420K	Hold	10,953	–	–	0.12%	85
2021 Q4	$428K	Buy	+10,953	New	+$431K	0.11%	85
2021 Q3	–	Sell	-16,414	Closed	-$602K	–	136
2021 Q2	$602K	Sell	16,414 -1,219	-7%	-$44.6K	0.23%	26
2021 Q1	$600K	Sell	17,633 -756	-4%	-$24.3K	0.16%	63
2020 Q4	$542K	Buy	18,389 +7,189	+64%	+$192K	0.15%	61
2020 Q3	$270K	Sell	11,200 -1,031	-8%	-$25.1K	0.09%	91
2020 Q2	$283K	Sell	12,231 -3,011	-20%	-$68.4K	0.11%	87
2020 Q1	$317K	Sell	15,242 -431	-3%	-$11.9K	0.15%	66
2019 Q4	$482K	Buy	15,673 +4,486	+40%	+$132K	0.17%	65
2019 Q3	$313K	Sell	11,187 -9,797	-47%	-$270K	0.1%	95
2019 Q2	$579K	Sell	20,984 -142	-0.7%	-$3.85K	0.21%	49
2019 Q1	$543K	Sell	21,126 -3,442	-14%	-$88.8K	0.21%	49
2018 Q4	$585K	Buy	+24,568	New	+$638K	0.32%	29

Other funds holding XLF

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Shulman DeMeo Asset Management's XLF Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.07% in Q2 2026, selling an estimated $468 and leaving 12,741 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #58.

Shulman DeMeo Asset Management first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $718K in Q4 2025. 312 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Shulman DeMeo Asset Management held 12,741 shares of State Street Financial Select Sector SPDR ETF worth $683K as of Q2 2026.
Shulman DeMeo Asset Management sold 9 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $468.
State Street Financial Select Sector SPDR ETF made up 0.13% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #58 holding.
Shulman DeMeo Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $718K in Q4 2025.
312 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.