Tepp RIA’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tepp RIA’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 Q3	$338K	Sell	6,335 -58,668	-90%	-$3.33M	0.23%	38
2026 Q2	$3.48M	Buy	65,003 +14,642	+29%	+$761K	2.36%	12
2026 Q1	$2.49M	Buy	50,361 +19,239	+62%	+$1M	1.95%	13
2025 Q4	$1.7M	Buy	+31,122	New	+$1.66M	1.69%	10

Other funds holding XLF

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Tepp RIA's XLF Position: Q3 2026 in Review

Tepp RIA reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 90% in Q3 2026, selling an estimated $3.33M and leaving 6,335 shares worth $338K. The position accounts for 0.23% of the portfolio, ranked #38.

Tepp RIA first reported a position in XLF in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q2 2026. 402 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Tepp RIA held 6,335 shares of State Street Financial Select Sector SPDR ETF worth $338K as of Q3 2026.
Tepp RIA sold 58,668 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.33M.
State Street Financial Select Sector SPDR ETF made up 0.23% of Tepp RIA's portfolio in Q3 2026, its #38 holding.
Tepp RIA first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Tepp RIA's State Street Financial Select Sector SPDR ETF position peaked at $3.48M in Q2 2026.
402 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.