Signature Estate & Investment Advisors’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 | $102M | Buy |
1,907,403
+69,320
| +4% | +$3.6M | 1.84% | 15 |
|
|
2026
Q1 | $90.7M | Buy |
1,838,083
+100,834
| +6% | +$5.25M | 1.84% | 13 |
|
|
2025
Q4 | $95.1M | Buy |
1,737,249
+36,689
| +2% | +$1.95M | 1.92% | 12 |
|
|
2025
Q3 | $91.6M | Buy |
1,700,560
+21,400
| +1% | +$1.13M | 1.95% | 11 |
|
|
2025
Q2 | $87.9M | Buy |
1,679,160
+37,537
| +2% | +$1.86M | 2.03% | 10 |
|
|
2025
Q1 | $81.8M | Buy |
1,641,623
+70,423
| +4% | +$3.53M | 2.15% | 10 |
|
|
2024
Q4 | $75.9M | Buy |
1,571,200
+34,474
| +2% | +$1.67M | 1.9% | 10 |
|
|
2024
Q3 | $69.6M | Buy |
1,536,726
+120,980
| +9% | +$5.28M | 1.61% | 10 |
|
|
2024
Q2 | $58.2M | Buy |
1,415,746
+1,409,544
| +22,727% | +$58M | 1.46% | 15 |
|
|
2024
Q1 | $261K | Sell |
6,202
-1,984
| -24% | -$78.3K | 0.01% | 151 |
|
|
2023
Q4 | $308K | Buy |
8,186
+1,146
| +16% | +$39.7K | 0.01% | 145 |
|
|
2023
Q3 | $233K | Sell |
7,040
-2,332
| -25% | -$80.4K | 0.01% | 160 |
|
|
2023
Q2 | $316K | Sell |
9,372
-15,970
| -63% | -$521K | 0.01% | 145 |
|
|
2023
Q1 | $815K | Buy |
25,342
+10,324
| +69% | +$359K | 0.03% | 101 |
|
|
2022
Q4 | $514K | Sell |
15,018
-7,737
| -34% | -$262K | 0.02% | 119 |
|
|
2022
Q3 | $691K | Sell |
22,755
-7,058
| -24% | -$233K | 0.03% | 100 |
|
|
2022
Q2 | $938K | Sell |
29,813
-1,888,336
| -98% | -$65.3M | 0.05% | 94 |
|
|
2022
Q1 | $73.5M | Buy |
1,918,149
+18,614
| +1% | +$728K | 3.37% | 7 |
|
|
2021
Q4 | $74.2M | Buy |
1,899,535
+16,067
| +0.9% | +$632K | 3.33% | 7 |
|
|
2021
Q3 | $70.7M | Buy |
1,883,468
+66,599
| +4% | +$2.49M | 3.46% | 5 |
|
|
2021
Q2 | $66.7M | Sell |
1,816,869
-9,093
| -0.5% | -$333K | 2.99% | 9 |
|
|
2021
Q1 | $62.2M | Buy |
+1,825,962
| New | +$58.7M | 3.03% | 7 |
|
|
2019
Q1 | – | Sell |
-14,601
| Closed | -$348K | – | 181 |
|
|
2018
Q4 | $348K | Buy |
14,601
+414
| +3% | +$10.8K | 0.03% | 125 |
|
|
2018
Q3 | $391K | Buy |
14,187
+2,411
| +20% | +$67.5K | 0.04% | 105 |
|
|
2018
Q2 | $313K | Buy |
11,776
+1,773
| +18% | +$48.9K | 0.03% | 119 |
|
|
2018
Q1 | $276K | Sell |
10,003
-624
| -6% | -$18K | 0.03% | 123 |
|
|
2017
Q4 | $297K | Sell |
10,627
-3,526
| -25% | -$94.9K | 0.03% | 125 |
|
|
2017
Q3 | $366K | Hold |
14,153
| – | – | 0.04% | 113 |
|
|
2017
Q2 | $349K | Sell |
14,153
-4,180
| -23% | -$99.2K | 0.04% | 109 |
|
|
2017
Q1 | $435K | Buy |
18,333
+8,462
| +86% | +$203K | 0.05% | 108 |
|
|
2016
Q4 | $230K | Sell |
9,871
-9,134
| -48% | -$196K | 0.03% | 117 |
|
|
2016
Q3 | $367K | Sell |
19,005
-12,618
| -40% | -$260K | 0.05% | 89 |
|
|
2016
Q2 | $634K | Sell |
31,623
-3,042
| -9% | -$61.6K | 0.1% | 79 |
|
|
2016
Q1 | $685K | Sell |
34,665
-1,003,970
| -97% | -$19.1M | 0.11% | 81 |
|
|
2015
Q4 | $21.7M | Buy |
1,038,635
+65,045
| +7% | +$1.37M | 3.75% | 3 |
|
|
2015
Q3 | $19.4M | Sell |
973,590
-30,192
| -3% | -$640K | 4.04% | 2 |
|
|
2015
Q2 | $21.5M | Buy |
1,003,782
+81,396
| +9% | +$1.76M | 4.8% | 1 |
|
|
2015
Q1 | $19.5M | Buy |
922,386
+87,848
| +11% | +$1.86M | 5.15% | 2 |
|
|
2014
Q4 | $18.1M | Buy |
834,538
+36,296
| +5% | +$760K | 6.02% | 2 |
|
|
2014
Q3 | $16.2M | Buy |
798,242
+79,130
| +11% | +$1.6M | 5.8% | 2 |
|
|
2014
Q2 | $14.4M | Buy |
719,112
+77,641
| +12% | +$1.51M | 5.05% | 3 |
|
|
2014
Q1 | $12.6M | Buy |
641,471
+76,889
| +14% | +$1.47M | 4.93% | 4 |
|
|
2013
Q4 | $10.8M | Buy |
564,582
+12,702
| +2% | +$234K | 5.36% | 4 |
|
|
2013
Q3 | $9.64M | Buy |
551,880
+46,943
| +9% | +$832K | 5.55% | 2 |
|
|
2013
Q2 | $8.62M | Buy |
+504,937
| New | +$8.47M | 6.2% | 2 |
|
Other funds holding XLF
WA
JSAM
Signature Estate & Investment Advisors's XLF Position: Q2 2026 in Review
Signature Estate & Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.8% in Q2 2026, buying an estimated $3.6M and bringing the position to 1,907,403 shares worth $102M. The position accounts for 1.84% of the portfolio, ranked #15.
Signature Estate & Investment Advisors first reported a position in XLF in Q2 2013 and has held it in 45 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Signature Estate & Investment Advisors held 1,907,403 shares of State Street Financial Select Sector SPDR ETF worth $102M as of Q2 2026.
- Signature Estate & Investment Advisors bought 69,320 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.6M.
- State Street Financial Select Sector SPDR ETF made up 1.84% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #15 holding.
- Signature Estate & Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
- 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.