Shuttleworth & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Shuttleworth & Co’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	$2.77M	Buy	51,661 +907	+2%	+$47.1K	2.21%	16
2026 Q1	$2.51M	Buy	50,754 +411	+0.8%	+$21.4K	2.27%	17
2025 Q4	$2.76M	Buy	50,343 +829	+2%	+$44.2K	2.52%	11
2025 Q3	$2.67M	Buy	+49,514	New	+$2.62M	2.42%	11

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

Shuttleworth & Co's XLF Position: Q2 2026 in Review

Shuttleworth & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q2 2026, buying an estimated $47.1K and bringing the position to 51,661 shares worth $2.77M. The position accounts for 2.21% of the portfolio, ranked #16.

Shuttleworth & Co first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Shuttleworth & Co held 51,661 shares of State Street Financial Select Sector SPDR ETF worth $2.77M as of Q2 2026.
Shuttleworth & Co bought 907 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $47.1K.
State Street Financial Select Sector SPDR ETF made up 2.21% of Shuttleworth & Co's portfolio in Q2 2026, its #16 holding.
Shuttleworth & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.