Sigma Investment Counselors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sigma Investment Counselors’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	$1.51M	Sell	28,221 -8,571	-23%	-$445K	0.07%	100
2026 Q1	$1.82M	Buy	36,792 +5,229	+17%	+$272K	0.1%	95
2025 Q4	$1.73M	Sell	31,563 -681	-2%	-$36.3K	0.09%	99
2025 Q3	$1.74M	Sell	32,244 -940	-3%	-$49.8K	0.09%	97
2025 Q2	$1.74M	Sell	33,184 -4,225	-11%	-$209K	0.1%	94
2025 Q1	$1.86M	Sell	37,409 -1,679	-4%	-$84.2K	0.11%	89
2024 Q4	$1.89M	Buy	39,088 +104	+0.3%	+$5.03K	0.11%	90
2024 Q3	$1.77M	Buy	38,984 +1,171	+3%	+$51.1K	0.1%	88
2024 Q2	$1.55M	Buy	37,813 +245	+0.7%	+$10.1K	0.1%	91
2024 Q1	$1.58M	Sell	37,568 -1,120	-3%	-$44.2K	0.1%	93
2023 Q4	$1.45M	Buy	38,688 +786	+2%	+$27.2K	0.1%	92
2023 Q3	$1.26M	Buy	37,902 +7,403	+24%	+$255K	0.09%	93
2023 Q2	$1.03M	Sell	30,499 -460	-1%	-$15K	0.08%	97
2023 Q1	$995K	Sell	30,959 -760	-2%	-$26.4K	0.08%	94
2022 Q4	$1.08M	Sell	31,719 -857	-3%	-$29K	0.09%	93
2022 Q3	$989K	Buy	32,576 +846	+3%	+$28K	0.08%	95
2022 Q2	$998K	Sell	31,730 -1,571	-5%	-$54.3K	0.08%	93
2022 Q1	$1.28M	Sell	33,301 -1,850	-5%	-$72.3K	0.09%	90
2021 Q4	$1.37M	Sell	35,151 -130	-0.4%	-$5.11K	0.1%	88
2021 Q3	$1.32M	Sell	35,281 -148	-0.4%	-$5.54K	0.1%	90
2021 Q2	$1.3M	Sell	35,429 -176	-0.5%	-$6.44K	0.1%	89
2021 Q1	$1.21M	Sell	35,605 -925	-3%	-$29.7K	0.1%	90
2020 Q4	$1.08M	Buy	36,530 +11,779	+48%	+$315K	0.09%	90
2020 Q3	$596K	Sell	24,751 -13,744	-36%	-$334K	0.12%	89
2020 Q2	$891K	Buy	38,495 +11,362	+42%	+$258K	0.09%	88
2020 Q1	$565K	Buy	27,133 +12,550	+86%	+$346K	0.07%	97
2019 Q4	$449K	Sell	14,583 -821	-5%	-$24.1K	0.05%	109
2019 Q3	$431K	Buy	15,404 +612	+4%	+$16.9K	0.05%	108
2019 Q2	$408K	Buy	14,792 +2,958	+25%	+$80.1K	0.05%	108
2019 Q1	$304K	Sell	11,834 -1,750	-13%	-$45.2K	0.04%	117
2018 Q4	$324K	Buy	13,584 +4,039	+42%	+$105K	0.05%	113
2018 Q3	$263K	Sell	9,545 -990	-9%	-$27.7K	0.03%	122
2018 Q2	$280K	Sell	10,535 -90	-0.8%	-$2.48K	0.04%	110
2018 Q1	$293K	Hold	10,625	–	–	0.04%	104
2017 Q4	$297K	Buy	10,625 +968	+10%	+$26K	0.04%	103
2017 Q3	$250K	Sell	9,657 -37	-0.4%	-$923	0.04%	124
2017 Q2	$239K	Sell	9,694 -982	-9%	-$23.3K	0.04%	121
2017 Q1	$253K	Sell	10,676 -4,567	-30%	-$109K	0.04%	120
2016 Q4	$354K	Buy	15,243 +718	+5%	+$15.4K	0.06%	97
2016 Q3	$280K	Sell	14,525 -9,020	-38%	-$186K	0.05%	103
2016 Q2	$472K	Buy	23,545 +2,260	+11%	+$45.7K	0.08%	89
2016 Q1	$420K	Buy	21,285 +11,632	+121%	+$222K	0.07%	87
2015 Q4	$202K	Buy	+9,653	New	+$203K	0.04%	116

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

Sigma Investment Counselors's XLF Position: Q2 2026 in Review

Sigma Investment Counselors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, selling an estimated $445K and leaving 28,221 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #100.

Sigma Investment Counselors first reported a position in XLF in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.89M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sigma Investment Counselors held 28,221 shares of State Street Financial Select Sector SPDR ETF worth $1.51M as of Q2 2026.
Sigma Investment Counselors sold 8,571 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $445K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Sigma Investment Counselors's portfolio in Q2 2026, its #100 holding.
Sigma Investment Counselors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
Sigma Investment Counselors's State Street Financial Select Sector SPDR ETF position peaked at $1.89M in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.