Spinnaker Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Spinnaker Investment Group’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	$447K	Buy	8,333 +400	+5%	+$20.8K	0.07%	109
2026 Q1	$392K	Buy	7,933 +220	+3%	+$11.5K	0.08%	92
2025 Q4	$422K	Buy	7,713 +1,330	+21%	+$70.9K	0.08%	101
2025 Q3	$344K	Buy	6,383 +429	+7%	+$22.7K	0.06%	116
2025 Q2	$312K	Sell	5,954 -186	-3%	-$9.21K	0.07%	78
2025 Q1	$306K	Buy	+6,140	New	+$308K	0.07%	82

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

Spinnaker Investment Group's XLF Position: Q2 2026 in Review

Spinnaker Investment Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5% in Q2 2026, buying an estimated $20.8K and bringing the position to 8,333 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #109.

Spinnaker Investment Group first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Spinnaker Investment Group held 8,333 shares of State Street Financial Select Sector SPDR ETF worth $447K as of Q2 2026.
Spinnaker Investment Group bought 400 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.8K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Spinnaker Investment Group's portfolio in Q2 2026, its #109 holding.
Spinnaker Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.