STAR Financial Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

STAR Financial Bank’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 Q1	$338K	Sell	6,851 -426	-6%	-$22.2K	0.16%	75
2025 Q4	$399K	Sell	7,277 -333	-4%	-$17.7K	0.2%	72
2025 Q3	$410K	Hold	7,610	–	–	0.24%	74
2025 Q2	$399K	Sell	7,610 -1,469	-16%	-$72.7K	0.25%	75
2025 Q1	$452K	Hold	9,079	–	–	0.33%	67
2024 Q4	$439K	Sell	9,079 -319	-3%	-$15.4K	0.32%	63
2024 Q3	$426K	Sell	9,398 -400	-4%	-$17.5K	0.29%	73
2024 Q2	$403K	Sell	9,798 -200	-2%	-$8.23K	0.31%	75
2024 Q1	$421K	Buy	9,998 +143	+1%	+$5.64K	0.36%	67
2023 Q4	$371K	Buy	9,855 +400	+4%	+$13.8K	0.34%	73
2023 Q3	$314K	Hold	9,455	–	–	0.32%	73
2023 Q2	$319K	Hold	9,455	–	–	0.3%	74
2023 Q1	$304K	Hold	9,455	–	–	0.3%	76
2022 Q4	$323K	Buy	+9,455	New	+$320K	0.32%	70

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

STAR Financial Bank's XLF Position: Q1 2026 in Review

STAR Financial Bank reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q1 2026, selling an estimated $22.2K and leaving 6,851 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #75.

STAR Financial Bank first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $452K in Q1 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

STAR Financial Bank held 6,851 shares of State Street Financial Select Sector SPDR ETF worth $338K as of Q1 2026.
STAR Financial Bank sold 426 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $22.2K.
State Street Financial Select Sector SPDR ETF made up 0.16% of STAR Financial Bank's portfolio in Q1 2026, its #75 holding.
STAR Financial Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's State Street Financial Select Sector SPDR ETF position peaked at $452K in Q1 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.