Sloy Dahl & Holst’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sloy Dahl & Holst’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	$260K	Hold	4,859	–	–	0.03%	98
2026 Q1	$240K	Hold	4,859	–	–	0.03%	99
2025 Q4	$266K	Buy	4,859 +190	+4%	+$10.1K	0.03%	94
2025 Q3	$252K	Hold	4,669	–	–	0.03%	96
2025 Q2	$245K	Hold	4,669	–	–	0.03%	99
2025 Q1	$233K	Buy	4,669 +60	+1%	+$3.01K	0.04%	94
2024 Q4	$223K	Hold	4,609	–	–	0.03%	97
2024 Q3	$209K	Buy	+4,609	New	+$201K	0.04%	95
2021 Q1	–	Sell	-7,510	Closed	-$231K	–	70
2020 Q4	$231K	Buy	+7,510	New	+$201K	0.11%	46
2020 Q1	–	Sell	-7,510	Closed	-$231K	–	44
2019 Q4	$231K	Buy	+7,510	New	+$220K	0.21%	41

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

Sloy Dahl & Holst's XLF Position: Q2 2026 in Review

Sloy Dahl & Holst held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,859 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #98.

Sloy Dahl & Holst first reported a position in XLF in Q4 2019 and has held it in 10 quarters since. The position peaked at $266K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sloy Dahl & Holst held 4,859 shares of State Street Financial Select Sector SPDR ETF worth $260K as of Q2 2026.
Sloy Dahl & Holst left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #98 holding.
Sloy Dahl & Holst first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 10 quarters since.
Sloy Dahl & Holst's State Street Financial Select Sector SPDR ETF position peaked at $266K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.