SkyOak Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SkyOak Wealth’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	$369K	Hold	6,881	–	–	0.06%	158
2026 Q1	$340K	Hold	6,881	–	–	0.06%	163
2025 Q4	$377K	Hold	6,881	–	–	0.07%	156
2025 Q3	$371K	Hold	6,881	–	–	0.07%	157
2025 Q2	$360K	Sell	6,881 -3,500	-34%	-$173K	0.07%	152
2025 Q1	$517K	Sell	10,381 -20	-0.2%	-$1K	0.11%	115
2024 Q4	$503K	Buy	+10,401	New	+$503K	0.11%	114
2021 Q3	–	Sell	-192,978	Closed	-$7.08M	–	255
2021 Q2	$7.08M	Sell	192,978 -841	-0.4%	-$30.8K	1.89%	10
2021 Q1	$6.97M	Buy	193,819 +25,212	+15%	+$810K	1.94%	8
2020 Q4	$4.97M	Buy	168,607 +150,715	+842%	+$4.03M	1.55%	14
2020 Q3	$431K	Sell	17,892 -1,566	-8%	-$38.1K	0.16%	128
2020 Q2	$450K	Sell	19,458 -7,087	-27%	-$161K	0.17%	136
2020 Q1	$553K	Sell	26,545 -202,317	-88%	-$5.57M	0.28%	84
2019 Q4	$7.04M	Buy	+228,862	New	+$6.72M	2.18%	4

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

SkyOak Wealth's XLF Position: Q2 2026 in Review

SkyOak Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 6,881 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #158.

SkyOak Wealth first reported a position in XLF in Q4 2019 and has held it in 14 quarters since. The position peaked at $7.08M in Q2 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SkyOak Wealth held 6,881 shares of State Street Financial Select Sector SPDR ETF worth $369K as of Q2 2026.
SkyOak Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #158 holding.
SkyOak Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 14 quarters since.
SkyOak Wealth's State Street Financial Select Sector SPDR ETF position peaked at $7.08M in Q2 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.