Three Bearings Fiduciary Advisors’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
$4.45K Hold
83
﹤0.01% 169
2026
Q1
$4.1K Hold
83
﹤0.01% 169
2025
Q4
$4.44K Buy
+83
New +$4.42K ﹤0.01% 175

Other funds holding XLF

Three Bearings Fiduciary Advisors's XLF Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 83 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Three Bearings Fiduciary Advisors first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 83 shares of State Street Financial Select Sector SPDR ETF worth $4.45K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #169 holding.
  • Three Bearings Fiduciary Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.