Sterneck Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sterneck Capital 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 Q1	$660K	Sell	13,377 -24	-0.2%	-$1.25K	0.3%	43
2025 Q4	$734K	Buy	13,401 +1	+0%	+$53	0.33%	42
2025 Q3	$722K	Sell	13,400 -700	-5%	-$37.1K	0.34%	42
2025 Q2	$738K	Sell	14,100 -173	-1%	-$8.56K	0.37%	44
2025 Q1	$711K	Sell	14,273 -175	-1%	-$8.78K	0.38%	41
2024 Q4	$698K	Sell	14,448 -1,657	-10%	-$80.1K	0.38%	40
2024 Q3	$730K	Sell	16,105 -70	-0.4%	-$3.05K	0.39%	38
2024 Q2	$665K	Sell	16,175 -67	-0.4%	-$2.76K	0.38%	43
2024 Q1	$684K	Sell	16,242 -3,214	-17%	-$127K	0.41%	44
2023 Q4	$732K	Sell	19,456 -2,706	-12%	-$93.7K	0.47%	44
2023 Q3	$735K	Sell	22,162 -230	-1%	-$7.92K	0.49%	43
2023 Q2	$755K	Sell	22,392 -40	-0.2%	-$1.3K	0.46%	44
2023 Q1	$721K	Sell	22,432 -291	-1%	-$10.1K	0.45%	49
2022 Q4	$777K	Buy	22,723 +7,381	+48%	+$250K	0.52%	45
2022 Q3	$466K	Sell	15,342 -2,461	-14%	-$81.3K	0.33%	52
2022 Q2	$560K	Sell	17,803 -344	-2%	-$11.9K	0.38%	52
2022 Q1	$695K	Sell	18,147 -1,255	-6%	-$49.1K	0.42%	48
2021 Q4	$758K	Sell	19,402 -1,152	-6%	-$45.3K	0.45%	46
2021 Q3	$771K	Sell	20,554 -3,352	-14%	-$125K	0.49%	43
2021 Q2	$870K	Sell	23,906 -1,243	-5%	-$45.5K	0.54%	39
2021 Q1	$856K	Buy	25,149 +1	+0%	+$32	0.6%	39
2020 Q4	$741K	Buy	+25,148	New	+$673K	0.56%	38
2015 Q4	–	Sell	-10,252	Closed	-$204K	–	139
2015 Q3	$204K	Sell	10,252 -1,444	-12%	-$30.6K	0.13%	106
2015 Q2	$250K	Hold	11,696	–	–	0.14%	114
2015 Q1	$248K	Buy	+11,696	New	+$247K	0.13%	113

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

Sterneck Capital Management's XLF Position: Q1 2026 in Review

Sterneck Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.18% in Q1 2026, selling an estimated $1.25K and leaving 13,377 shares worth $660K. The position accounts for 0.3% of the portfolio, ranked #43.

Sterneck Capital Management first reported a position in XLF in Q1 2015 and has held it in 25 quarters since. The position peaked at $870K in Q2 2021. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Sterneck Capital Management held 13,377 shares of State Street Financial Select Sector SPDR ETF worth $660K as of Q1 2026.
Sterneck Capital Management sold 24 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.25K.
State Street Financial Select Sector SPDR ETF made up 0.3% of Sterneck Capital Management's portfolio in Q1 2026, its #43 holding.
Sterneck Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 25 quarters since.
Sterneck Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $870K in Q2 2021.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.