Stockman Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stockman Wealth 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	$7.01M	Buy	130,794 +7,452	+6%	+$387K	0.72%	39
2026 Q1	$6.09M	Buy	123,342 +5,857	+5%	+$305K	0.67%	40
2025 Q4	$6.43M	Buy	117,485 +3,134	+3%	+$167K	0.75%	39
2025 Q3	$6.16M	Buy	114,351 +283	+0.2%	+$15K	0.76%	39
2025 Q2	$5.97M	Sell	114,068 -323	-0.3%	-$16K	0.81%	39
2025 Q1	$5.7M	Sell	114,391 -922	-0.8%	-$46.2K	0.84%	39
2024 Q4	$5.57M	Buy	115,313 +210	+0.2%	+$10.2K	0.87%	37
2024 Q3	$5.22M	Buy	115,103 +3,617	+3%	+$158K	0.81%	37
2024 Q2	$4.58M	Sell	111,486 -597	-0.5%	-$24.6K	0.8%	37
2024 Q1	$4.72M	Buy	112,083 +6,188	+6%	+$244K	0.83%	39
2023 Q4	$3.98M	Buy	105,895 +5,475	+5%	+$190K	0.79%	38
2023 Q3	$3.33M	Buy	100,420 +12,739	+15%	+$439K	0.73%	38
2023 Q2	$2.96M	Buy	87,681 +17,211	+24%	+$562K	0.63%	41
2023 Q1	$2.27M	Buy	70,470 +16,809	+31%	+$584K	0.51%	48
2022 Q4	$1.84M	Buy	+53,661	New	+$1.82M	0.42%	52

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stockman Wealth Management's XLF Position: Q2 2026 in Review

Stockman Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6% in Q2 2026, buying an estimated $387K and bringing the position to 130,794 shares worth $7.01M. The position accounts for 0.72% of the portfolio, ranked #39.

Stockman Wealth Management first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Stockman Wealth Management held 130,794 shares of State Street Financial Select Sector SPDR ETF worth $7.01M as of Q2 2026.
Stockman Wealth Management bought 7,452 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Financial Select Sector SPDR ETF made up 0.72% of Stockman Wealth Management's portfolio in Q2 2026, its #39 holding.
Stockman Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.