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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Tepp RIA's XLF Position: Q2 2026 in Review

Tepp RIA increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q2 2026, buying an estimated $761K and bringing the position to 65,003 shares worth $3.48M. The position accounts for 2.36% of the portfolio, ranked #12.

Tepp RIA first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Tepp RIA held 65,003 shares of State Street Financial Select Sector SPDR ETF worth $3.48M as of Q2 2026.
  • Tepp RIA bought 14,642 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $761K.
  • State Street Financial Select Sector SPDR ETF made up 2.36% of Tepp RIA's portfolio in Q2 2026, its #12 holding.
  • Tepp RIA first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.