Tamar Securities’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tamar Securities’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	$12.5M	Buy	252,958 +23,572	+10%	+$1.23M	1.34%	30
2025 Q4	$12.6M	Buy	229,386 +10,106	+5%	+$538K	1.33%	28
2025 Q3	$11.8M	Buy	219,280 +3,523	+2%	+$187K	1.34%	29
2025 Q2	$11.3M	Buy	215,757 +4,485	+2%	+$222K	1.37%	30
2025 Q1	$10.5M	Sell	211,272 -1,640	-0.8%	-$82.3K	1.43%	29
2024 Q4	$10.3M	Sell	212,912 -3,602	-2%	-$174K	1.42%	29
2024 Q3	$9.81M	Sell	216,514 -1,859	-0.9%	-$81.1K	1.38%	29
2024 Q2	$8.98M	Sell	218,373 -1,218	-0.6%	-$50.1K	1.46%	32
2024 Q1	$9.25M	Sell	219,591 -32,393	-13%	-$1.28M	1.56%	30
2023 Q4	$9.47M	Sell	251,984 -10,158	-4%	-$352K	1.86%	28
2023 Q3	$8.7M	Sell	262,142 -4,169	-2%	-$144K	2.1%	27
2023 Q2	$8.98M	Buy	266,311 +25,008	+10%	+$816K	2.21%	23
2023 Q1	$7.76M	Sell	241,303 -27,187	-10%	-$945K	2.23%	24
2022 Q4	$9.18M	Sell	268,490 -668	-0.2%	-$22.6K	2.91%	16
2022 Q3	$8.17M	Sell	269,158 -1,820	-0.7%	-$60.2K	2.61%	15
2022 Q2	$8.52M	Buy	270,978 +5,809	+2%	+$201K	2.8%	13
2022 Q1	$10.2M	Buy	265,169 +6,396	+2%	+$250K	2.84%	12
2021 Q4	$10.1M	Buy	258,773 +6,480	+3%	+$255K	2.98%	11
2021 Q3	$9.47M	Buy	252,293 +9,750	+4%	+$365K	3.42%	9
2021 Q2	$8.9M	Buy	242,543 +13,234	+6%	+$484K	3.43%	9
2021 Q1	$7.81M	Buy	229,309 +45,451	+25%	+$1.46M	3.02%	10
2020 Q4	$5.42M	Sell	183,858 -6,254	-3%	-$167K	3.08%	12
2020 Q3	$4.58M	Buy	190,112 +19,396	+11%	+$472K	2.84%	14
2020 Q2	$3.95M	Buy	+170,716	New	+$3.88M	3.15%	12

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

Tamar Securities's XLF Position: Q1 2026 in Review

Tamar Securities increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q1 2026, buying an estimated $1.23M and bringing the position to 252,958 shares worth $12.5M. The position accounts for 1.34% of the portfolio, ranked #30.

Tamar Securities first reported a position in XLF in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Tamar Securities held 252,958 shares of State Street Financial Select Sector SPDR ETF worth $12.5M as of Q1 2026.
Tamar Securities bought 23,572 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.23M.
State Street Financial Select Sector SPDR ETF made up 1.34% of Tamar Securities's portfolio in Q1 2026, its #30 holding.
Tamar Securities first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Tamar Securities's State Street Financial Select Sector SPDR ETF position peaked at $12.6M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Tamar Securities's 13F filing for Q1 2026, filed 14 May 2026.