Simon Quick Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Simon Quick Advisors’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	$16M	Sell	299,346 -2,671	-0.9%	-$139K	0.65%	24
2026 Q1	$14.9M	Buy	302,017 +24,650	+9%	+$1.28M	0.68%	25
2025 Q4	$15.2M	Sell	277,367 -5,399	-2%	-$288K	0.66%	24
2025 Q3	$15.2M	Buy	282,766 +9,375	+3%	+$497K	0.69%	24
2025 Q2	$14.3M	Buy	273,391 +245,331	+874%	+$12.1M	0.72%	25
2025 Q1	$1.4M	Buy	28,060 +1,234	+5%	+$61.9K	0.08%	112
2024 Q4	$1.3M	Buy	26,826 +1,228	+5%	+$59.4K	0.08%	116
2024 Q3	$1.16M	Sell	25,598 -278	-1%	-$12.1K	0.07%	126
2024 Q2	$1.06M	Buy	25,876 +5	+0%	+$206	0.08%	124
2024 Q1	$1.09M	Sell	25,871 -1,294	-5%	-$51.1K	0.08%	121
2023 Q4	$1.02M	Buy	27,165 +1,523	+6%	+$52.7K	0.09%	108
2023 Q3	$851K	Buy	25,642 +5,154	+25%	+$178K	0.08%	119
2023 Q2	$691K	Sell	20,488 -1,800	-8%	-$58.7K	0.06%	137
2023 Q1	$717K	Sell	22,288 -1,588	-7%	-$55.2K	0.08%	123
2022 Q4	$817K	Buy	23,876 +4,348	+22%	+$147K	0.1%	101
2022 Q3	$593K	Buy	19,528 +1,956	+11%	+$64.7K	0.08%	108
2022 Q2	$592K	Buy	17,572 +7,725	+78%	+$267K	0.08%	112
2022 Q1	$377K	Sell	9,847 -7,391	-43%	-$289K	0.11%	76
2021 Q4	$673K	Buy	17,238 +7,397	+75%	+$291K	0.18%	57
2021 Q3	$369K	Buy	9,841 +2	+0%	+$75	0.09%	87
2021 Q2	$360K	Buy	9,839 +169	+2%	+$6.18K	0.1%	78
2021 Q1	$329K	Buy	9,670 +2	+0%	+$64	0.1%	78
2020 Q4	$285K	Buy	9,668 +4,518	+88%	+$121K	0.09%	85
2020 Q3	$124K	Buy	5,150 +2	+0%	+$49	0.04%	118
2020 Q2	$119K	Sell	5,148 -3,983	-44%	-$90.4K	0.05%	114
2020 Q1	$190K	Buy	9,131 +2,694	+42%	+$74.2K	0.07%	84
2019 Q4	$198K	Buy	6,437 +226	+4%	+$6.63K	0.07%	93
2019 Q3	$174K	Buy	6,211 +7	+0.1%	+$193	0.08%	82
2019 Q2	$171K	Sell	6,204 -239	-4%	-$6.47K	0.09%	66
2019 Q1	$166K	Sell	6,443 -1,593	-20%	-$41.1K	0.07%	78
2018 Q4	$191K	Buy	8,036 +1,811	+29%	+$47K	0.07%	73
2018 Q3	$172K	Buy	6,225 +4,802	+337%	+$134K	0.07%	72
2018 Q2	$37K	Buy	1,423 +246	+21%	+$6.78K	0.02%	208
2018 Q1	$32K	Buy	1,177 +5	+0.4%	+$144	0.01%	197
2017 Q4	$35K	Buy	1,172 +412	+54%	+$11.1K	0.02%	261
2017 Q3	$20K	Buy	760 +80	+12%	+$2K	0.01%	365
2017 Q2	$17K	Buy	680 +146	+27%	+$3.46K	0.01%	202
2017 Q1	$13K	Buy	+534	New	+$12.8K	0.01%	242

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Simon Quick Advisors's XLF Position: Q2 2026 in Review

Simon Quick Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.88% in Q2 2026, selling an estimated $139K and leaving 299,346 shares worth $16M. The position accounts for 0.65% of the portfolio, ranked #24.

Simon Quick Advisors first reported a position in XLF in Q1 2017 and has held it in 38 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Simon Quick Advisors held 299,346 shares of State Street Financial Select Sector SPDR ETF worth $16M as of Q2 2026.
Simon Quick Advisors sold 2,671 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $139K.
State Street Financial Select Sector SPDR ETF made up 0.65% of Simon Quick Advisors's portfolio in Q2 2026, its #24 holding.
Simon Quick Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.