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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
Q3 		$445K Hold
8,333
– – 0.07% 111
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Spinnaker Investment Group's XLF Position: Q3 2026 in Review

Spinnaker Investment Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 8,333 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #111.

Spinnaker Investment Group first reported a position in XLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $447K in Q2 2026. 170 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Spinnaker Investment Group held 8,333 shares of State Street Financial Select Sector SPDR ETF worth $445K as of Q3 2026.
  • Spinnaker Investment Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Spinnaker Investment Group's portfolio in Q3 2026, its #111 holding.
  • Spinnaker Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
  • Spinnaker Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $447K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.