Sweeney & Michel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sweeney & Michel’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	$251K	Buy	4,355 +15	+0.3%	+$780	0.07%	141
2026 Q1	$224K	Buy	4,340 +22	+0.5%	+$1.15K	0.07%	138
2025 Q4	$228K	Sell	4,318 -110	-2%	-$5.86K	0.07%	138
2025 Q3	$231K	Buy	4,428 +139	+3%	+$7.37K	0.08%	123
2025 Q2	$224K	Buy	+4,289	New	+$212K	0.08%	123
2024 Q3	$202K	Buy	+4,242	New	+$185K	0.08%	117

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

Sweeney & Michel's XLF Position: Q2 2026 in Review

Sweeney & Michel increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.35% in Q2 2026, buying an estimated $780 and bringing the position to 4,355 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #141.

Sweeney & Michel first reported a position in XLF in Q3 2024 and has held it in 6 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sweeney & Michel held 4,355 shares of State Street Financial Select Sector SPDR ETF worth $251K as of Q2 2026.
Sweeney & Michel bought 15 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $780.
State Street Financial Select Sector SPDR ETF made up 0.07% of Sweeney & Michel's portfolio in Q2 2026, its #141 holding.
Sweeney & Michel first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.