Symmetry Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Symmetry Investments’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	$1.74M	Buy	32,450 +31,600	+3,718%	+$1.64M	0.12%	81
2026 Q1	$42K	Buy	+850	New	+$44.3K	﹤0.01%	119
2025 Q1	–	Sell	-52,900	Closed	-$2.65M	–	220
2024 Q4	$2.56M	Buy	+52,900	New	+$2.56M	0.13%	91
2024 Q3	–	Sell	-50,700	Closed	-$2.08M	–	219
2024 Q2	$2.08M	Buy	+50,700	New	+$2.09M	0.23%	82
2024 Q1	–	Sell	-86,932	Closed	-$3.27M	–	260
2023 Q4	$3.27M	Sell	86,932 -86,630	-50%	-$3M	0.24%	69
2023 Q3	$5.76M	Sell	173,562 -7,038	-4%	-$243K	1.18%	27
2023 Q2	$6.09M	Buy	+180,600	New	+$5.89M	0.93%	28
2022 Q2	–	Sell	-55,900	Closed	-$2.14M	–	137
2022 Q1	$2.14M	Buy	+55,900	New	+$2.18M	0.31%	55
2021 Q4	–	Sell	-73,100	Closed	-$2.74M	–	152
2021 Q3	$2.74M	Sell	73,100 -107,774	-60%	-$4.03M	0.42%	63
2021 Q2	$6.64M	Sell	180,874 -919,126	-84%	-$33.6M	1.89%	20
2021 Q1	$37.5M	Buy	1,100,000 +409,900	+59%	+$13.2M	9.04%	1
2020 Q4	$20.3M	Buy	+690,100	New	+$18.5M	5.72%	4

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

Symmetry Investments's XLF Position: Q2 2026 in Review

Symmetry Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3,718% in Q2 2026, buying an estimated $1.64M and bringing the position to 32,450 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #81.

Symmetry Investments first reported a position in XLF in Q4 2020 and has held it in 12 quarters since. The position peaked at $37.5M in Q1 2021. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Symmetry Investments held 32,450 shares of State Street Financial Select Sector SPDR ETF worth $1.74M as of Q2 2026.
Symmetry Investments bought 31,600 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64M.
State Street Financial Select Sector SPDR ETF made up 0.12% of Symmetry Investments's portfolio in Q2 2026, its #81 holding.
Symmetry Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Symmetry Investments's State Street Financial Select Sector SPDR ETF position peaked at $37.5M in Q1 2021.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.