Smithbridge Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Smithbridge Asset Management’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	$432K	Hold	8,056	–	–	0.06%	135
2026 Q1	$398K	Buy	8,056 +1,182	+17%	+$61.6K	0.06%	144
2025 Q4	$376K	Buy	6,874 +2,930	+74%	+$156K	0.03%	155
2025 Q3	$212K	Hold	3,944	–	–	0.03%	149
2025 Q2	$207K	Sell	3,944 -655	-14%	-$32.4K	0.04%	119
2025 Q1	$229K	Buy	+4,599	New	+$231K	0.04%	121
2024 Q3	$947K	Sell	20,891 -210	-1%	-$9.16K	0.16%	99
2024 Q2	$867K	Buy	+21,101	New	+$868K	0.18%	93
2022 Q1	–	Sell	-13,264	Closed	-$518K	–	113
2021 Q4	$518K	Hold	13,264	–	–	0.16%	84
2021 Q3	$498K	Hold	13,264	–	–	0.17%	86
2021 Q2	$487K	Buy	+13,264	New	+$485K	0.16%	85

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

Smithbridge Asset Management's XLF Position: Q2 2026 in Review

Smithbridge Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 8,056 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #135.

Smithbridge Asset Management first reported a position in XLF in Q2 2021 and has held it in 11 quarters since. The position peaked at $947K in Q3 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Smithbridge Asset Management held 8,056 shares of State Street Financial Select Sector SPDR ETF worth $432K as of Q2 2026.
Smithbridge Asset Management 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 Smithbridge Asset Management's portfolio in Q2 2026, its #135 holding.
Smithbridge Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 11 quarters since.
Smithbridge Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $947K in Q3 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.