Silver Oak Securities’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
$188K Sell
3,511
-1,132
-24% -$58.8K 0.01% 756
2026
Q1
$229K Sell
4,643
-1,855
-29% -$96.7K 0.02% 688
2025
Q4
$359K Buy
6,498
+406
+7% +$21.6K 0.02% 565
2025
Q3
$328K Buy
6,092
+936
+18% +$49.6K 0.02% 557
2025
Q2
$270K Sell
5,156
-186
-3% -$9.21K 0.02% 567
2025
Q1
$263K Buy
+5,342
New +$268K 0.02% 537

Other funds holding XLF

Silver Oak Securities's XLF Position: Q2 2026 in Review

Silver Oak Securities reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, selling an estimated $58.8K and leaving 3,511 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #756.

Silver Oak Securities first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $359K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Silver Oak Securities held 3,511 shares of State Street Financial Select Sector SPDR ETF worth $188K as of Q2 2026.
  • Silver Oak Securities sold 1,132 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $58.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #756 holding.
  • Silver Oak Securities first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Silver Oak Securities's State Street Financial Select Sector SPDR ETF position peaked at $359K in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.