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Stephens Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stephens Inc’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 		$6.94M Buy
129,410
+5,734
+5% +$298K 0.08% 239
2026
Q1 		$6.11M Buy
123,676
+8,064
+7% +$420K 0.08% 252
2025
Q4 		$6.33M Buy
115,612
+4,754
+4% +$253K 0.08% 250
2025
Q3 		$5.97M Buy
110,858
+2,789
+3% +$148K 0.08% 254
2025
Q2 		$5.66M Sell
108,069
-4,070
-4% -$201K 0.08% 257
2025
Q1 		$5.59M Sell
112,139
-22,875
-17% -$1.15M 0.08% 257
2024
Q4 		$6.53M Buy
135,014
+39,494
+41% +$1.91M 0.09% 218
2024
Q3 		$4.33M Buy
95,520
+1,939
+2% +$84.6K 0.06% 289
2024
Q2 		$3.85M Buy
93,581
+14,886
+19% +$613K 0.06% 300
2024
Q1 		$3.31M Buy
78,695
+20,152
+34% +$796K 0.05% 316
2023
Q4 		$2.2M Sell
58,543
-46,612
-44% -$1.61M 0.04% 379
2023
Q3 		$3.49M Sell
105,155
-606
-0.6% -$20.9K 0.07% 280
2023
Q2 		$3.57M Buy
105,761
+21,387
+25% +$698K 0.06% 288
2023
Q1 		$2.71M Buy
84,374
+2,572
+3% +$89.4K 0.05% 323
2022
Q4 		$2.8M Buy
81,802
+473
+0.6% +$16K 0.06% 308
2022
Q3 		$2.47M Sell
81,329
-24,183
-23% -$799K 0.05% 325
2022
Q2 		$3.32M Sell
105,512
-137,487
-57% -$4.75M 0.07% 291
2022
Q1 		$9.31M Buy
242,999
+34,704
+17% +$1.36M 0.15% 152
2021
Q4 		$8.13M Buy
208,295
+103,533
+99% +$4.07M 0.12% 184
2021
Q3 		$3.93M Sell
104,762
-12,216
-10% -$457K 0.06% 321
2021
Q2 		$4.29M Sell
116,978
-2,004
-2% -$73.3K 0.06% 307
2021
Q1 		$4.05M Buy
118,982
+3,276
+3% +$105K 0.07% 296
2020
Q4 		$3.41M Sell
115,706
-439
-0.4% -$11.7K 0.06% 313
2020
Q3 		$2.8M Sell
116,145
-8,708
-7% -$212K 0.06% 327
2020
Q2 		$2.89M Buy
124,853
+48,561
+64% +$1.1M 0.06% 308
2020
Q1 		$1.59M Buy
76,292
+31,354
+70% +$863K 0.04% 388
2019
Q4 		$1.38M Sell
44,938
-2,404
-5% -$70.6K 0.03% 481
2019
Q3 		$1.33M Sell
47,342
-2,617
-5% -$72.2K 0.03% 485
2019
Q2 		$1.38M Sell
49,959
-16,845
-25% -$456K 0.03% 495
2019
Q1 		$1.72M Sell
66,804
-4,023
-6% -$104K 0.04% 434
2018
Q4 		$1.69M Sell
70,827
-76,966
-52% -$2M 0.05% 401
2018
Q3 		$4.08M Sell
147,793
-6,422
-4% -$180K 0.1% 247
2018
Q2 		$4.1M Buy
154,215
+85,884
+126% +$2.37M 0.12% 199
2018
Q1 		$1.88M Buy
68,331
+25,492
+60% +$734K 0.07% 285
2017
Q4 		$1.2M Sell
42,839
-675
-2% -$18.2K 0.04% 343
2017
Q3 		$1.13M Sell
43,514
-4,414
-9% -$110K 0.04% 359
2017
Q2 		$1.18M Buy
47,928
+1,812
+4% +$43K 0.04% 398
2017
Q1 		$1.09M Buy
46,116
+12,754
+38% +$305K 0.04% 404
2016
Q4 		$776K Buy
33,362
+20,834
+166% +$447K 0.03% 411
2016
Q3 		$242K Sell
12,528
-1,751
-12% -$36.1K 0.01% 658
2016
Q2 		$286K Buy
14,279
+683
+5% +$13.8K 0.01% 602
2016
Q1 		$269K Buy
13,596
+925
+7% +$17.6K 0.01% 566
2015
Q4 		$265K Buy
12,671
+709
+6% +$14.9K 0.01% 569
2015
Q3 		$238K Sell
11,962
-14,573
-55% -$309K 0.01% 604
2015
Q2 		$568K Buy
26,535
+14,912
+128% +$322K 0.03% 474
2015
Q1 		$246K Sell
11,623
-415
-3% -$8.78K 0.01% 668
2014
Q4 		$261K Buy
12,038
+1,554
+15% +$32.6K 0.01% 644
2014
Q3 		$213K Buy
10,484
+359
+4% +$7.25K 0.01% 699
2014
Q2 		$202K Buy
+10,125
New +$197K 0.01% 755

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Inc's XLF Position: Q2 2026 in Review

Stephens Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.6% in Q2 2026, buying an estimated $298K and bringing the position to 129,410 shares worth $6.94M. The position accounts for 0.08% of the portfolio, ranked #239.

Stephens Inc first reported a position in XLF in Q2 2014 and has held it in 49 quarters since. The position peaked at $9.31M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Stephens Inc held 129,410 shares of State Street Financial Select Sector SPDR ETF worth $6.94M as of Q2 2026.
  • Stephens Inc bought 5,734 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $298K.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Stephens Inc's portfolio in Q2 2026, its #239 holding.
  • Stephens Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and has held it in 49 quarters since.
  • Stephens Inc's State Street Financial Select Sector SPDR ETF position peaked at $9.31M in Q1 2022.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.