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Sterling Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sterling Investment 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 		$324K Sell
6,048
-677
-10% -$35.2K 0.18% 53
2026
Q1 		$332K Sell
6,725
-65
-1% -$3.39K 0.2% 52
2025
Q4 		$372K Sell
6,790
-287
-4% -$15.3K 0.21% 59
2025
Q3 		$381K Sell
7,077
-347
-5% -$18.4K 0.23% 56
2025
Q2 		$389K Sell
7,424
-298
-4% -$14.7K 0.26% 47
2025
Q1 		$385K Buy
7,722
+31
+0.4% +$1.55K 0.27% 44
2024
Q4 		$372K Sell
7,691
-2,108
-22% -$102K 0.29% 46
2024
Q3 		$444K Sell
9,799
-61
-0.6% -$2.66K 0.34% 45
2024
Q2 		$405K Sell
9,860
-1,545
-14% -$63.6K 0.31% 47
2024
Q1 		$480K Sell
11,405
-217
-2% -$8.57K 0.34% 49
2023
Q4 		$437K Sell
11,622
-1,353
-10% -$46.8K 0.32% 50
2023
Q3 		$430K Sell
12,975
-784
-6% -$27K 0.38% 43
2023
Q2 		$464K Sell
13,759
-411
-3% -$13.4K 0.37% 51
2023
Q1 		$456K Sell
14,170
-866
-6% -$30.1K 0.36% 50
2022
Q4 		$514K Buy
15,036
+439
+3% +$14.8K 0.41% 49
2022
Q3 		$443K Sell
14,597
-711
-5% -$23.5K 0.37% 48
2022
Q2 		$481K Buy
15,308
+155
+1% +$5.36K 0.4% 57
2022
Q1 		$580K Sell
15,153
-2,084
-12% -$81.5K 0.41% 59
2021
Q4 		$673K Sell
17,237
-143
-0.8% -$5.62K 0.42% 56
2021
Q3 		$652K Sell
17,380
-183
-1% -$6.85K 0.42% 56
2021
Q2 		$644K Sell
17,563
-326
-2% -$11.9K 0.42% 51
2021
Q1 		$609K Sell
17,889
-1,101
-6% -$35.4K 0.42% 46
2020
Q4 		$560K Sell
18,990
-1,415
-7% -$37.9K 0.4% 47
2020
Q3 		$491K Sell
20,405
-124
-0.6% -$3.02K 0.37% 54
2020
Q2 		$475K Sell
20,529
-437
-2% -$9.92K 0.37% 48
2020
Q1 		$437K Sell
20,966
-1,480
-7% -$40.7K 0.38% 50
2019
Q4 		$691K Sell
22,446
-975
-4% -$28.6K 0.46% 47
2019
Q3 		$656K Sell
23,421
-643
-3% -$17.8K 0.48% 41
2019
Q2 		$664K Buy
24,064
+4,482
+23% +$121K 0.51% 43
2019
Q1 		$503K Buy
19,582
+228
+1% +$5.88K 0.39% 47
2018
Q4 		$461K Sell
19,354
-278
-1% -$7.22K 0.39% 38
2018
Q3 		$541K Sell
19,632
-850
-4% -$23.8K 0.39% 43
2018
Q2 		$544K Buy
20,482
+1,702
+9% +$46.9K 0.42% 43
2018
Q1 		$518K Sell
18,780
-375
-2% -$10.8K 0.42% 41
2017
Q4 		$535K Buy
19,155
+3,954
+26% +$106K 0.57% 38
2017
Q3 		$393K Buy
15,201
+3,723
+32% +$92.9K 0.53% 38
2017
Q2 		$283K Sell
11,478
-499
-4% -$11.8K 0.37% 40
2017
Q1 		$284K Buy
+11,977
New +$287K 0.4% 39

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Sterling Investment Management's XLF Position: Q2 2026 in Review

Sterling Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q2 2026, selling an estimated $35.2K and leaving 6,048 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #53.

Sterling Investment Management first reported a position in XLF in Q1 2017 and has held it in 38 quarters since. The position peaked at $691K in Q4 2019. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Sterling Investment Management held 6,048 shares of State Street Financial Select Sector SPDR ETF worth $324K as of Q2 2026.
  • Sterling Investment Management sold 677 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $35.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.18% of Sterling Investment Management's portfolio in Q2 2026, its #53 holding.
  • Sterling Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
  • Sterling Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $691K in Q4 2019.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.