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

SlateStone 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 		$327K Sell
6,095
-156
-2% -$8.11K 0.03% 251
2026
Q1 		$309K Buy
6,251
+156
+3% +$8.13K 0.03% 250
2025
Q4 		$334K Hold
6,095
– – 0.03% 250
2025
Q3 		$328K Hold
6,095
– – 0.03% 245
2025
Q2 		$319K Sell
6,095
-1,517
-20% -$75.1K 0.03% 245
2025
Q1 		$379K Sell
7,612
-915
-11% -$45.9K 0.04% 222
2024
Q4 		$412K Hold
8,527
– – 0.04% 217
2024
Q3 		$386K Hold
8,527
– – 0.03% 226
2024
Q2 		$351K Hold
8,527
– – 0.04% 229
2024
Q1 		$359K Hold
8,527
– – 0.04% 222
2023
Q4 		$321K Hold
8,527
– – 0.04% 196
2023
Q3 		$283K Hold
8,527
– – 0.04% 199
2023
Q2 		$287K Hold
8,527
– – 0.05% 180
2023
Q1 		$274K Sell
8,527
-179
-2% -$6.22K 0.06% 181
2022
Q4 		$298K Buy
8,706
+1,100
+14% +$37.2K 0.07% 158
2022
Q3 		$231K Hold
7,606
– – 0.06% 172
2022
Q2 		$239K Buy
7,606
+1,579
+26% +$54.6K 0.06% 170
2022
Q1 		$231K Hold
6,027
– – 0.05% 165
2021
Q4 		$235K Hold
6,027
– – 0.05% 165
2021
Q3 		$226K Hold
6,027
– – 0.05% 152
2021
Q2 		$221K Hold
6,027
– – 0.05% 156
2021
Q1 		$205K Buy
+6,027
New +$194K 0.05% 156

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SlateStone Wealth's XLF Position: Q2 2026 in Review

SlateStone Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.5% in Q2 2026, selling an estimated $8.11K and leaving 6,095 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #251.

SlateStone Wealth first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $412K in Q4 2024. 573 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • SlateStone Wealth held 6,095 shares of State Street Financial Select Sector SPDR ETF worth $327K as of Q2 2026.
  • SlateStone Wealth sold 156 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.11K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of SlateStone Wealth's portfolio in Q2 2026, its #251 holding.
  • SlateStone Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • SlateStone Wealth's State Street Financial Select Sector SPDR ETF position peaked at $412K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.