Tortoise Investment Management’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
Q1 | $215K | Sell |
4,347
-1,019
| -19% | -$53.1K | 0.02% | 228 |
|
|
2025
Q4 | $294K | Hold |
5,366
| – | – | 0.03% | 193 |
|
|
2025
Q3 | $289K | Buy |
5,366
+747
| +16% | +$39.6K | 0.03% | 195 |
|
|
2025
Q2 | $242K | Sell |
4,619
-786
| -15% | -$38.9K | 0.02% | 202 |
|
|
2025
Q1 | $269K | Buy |
5,405
+270
| +5% | +$13.5K | 0.03% | 180 |
|
|
2024
Q4 | $248K | Buy |
5,135
+502
| +11% | +$24.3K | 0.03% | 198 |
|
|
2024
Q3 | $210K | Buy |
4,633
+591
| +15% | +$25.8K | 0.02% | 211 |
|
|
2024
Q2 | $166K | Buy |
4,042
+1,106
| +38% | +$45.5K | 0.02% | 242 |
|
|
2024
Q1 | $124K | Buy |
2,936
+1,501
| +105% | +$59.3K | 0.02% | 269 |
|
|
2023
Q4 | $54K | Buy |
1,435
+640
| +81% | +$22.2K | 0.01% | 346 |
|
|
2023
Q3 | $26.4K | Buy |
795
+1
| +0.1% | +$34 | ﹤0.01% | 434 |
|
|
2023
Q2 | $26.8K | Buy |
794
+100
| +14% | +$3.26K | ﹤0.01% | 429 |
|
|
2023
Q1 | $22.3K | Hold |
694
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $23.7K | Hold |
694
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $21K | Hold |
694
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $22K | Hold |
694
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $27K | Hold |
694
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $27K | Hold |
694
| – | – | 0.01% | 366 |
|
|
2021
Q3 | $26K | Hold |
694
| – | – | 0.01% | 355 |
|
|
2021
Q2 | $25K | Hold |
694
| – | – | 0.01% | 357 |
|
|
2021
Q1 | $24K | Hold |
694
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $20K | Hold |
694
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $17K | Hold |
694
| – | – | ﹤0.01% | 327 |
|
|
2020
Q2 | $16K | Hold |
694
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $14K | Sell |
694
-505
| -42% | -$13.9K | ﹤0.01% | 338 |
|
|
2019
Q4 | $37K | Buy |
1,199
+505
| +73% | +$14.8K | 0.01% | 265 |
|
|
2019
Q3 | $19K | Hold |
694
| – | – | ﹤0.01% | 330 |
|
|
2019
Q2 | $19K | Hold |
694
| – | – | ﹤0.01% | 351 |
|
|
2019
Q1 | $18K | Hold |
694
| – | – | ﹤0.01% | 347 |
|
|
2018
Q4 | $17K | Buy |
694
+300
| +76% | +$7.79K | ﹤0.01% | 331 |
|
|
2018
Q3 | $11K | Hold |
394
| – | – | ﹤0.01% | 397 |
|
|
2018
Q2 | $10K | Hold |
394
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $11K | Hold |
394
| – | – | ﹤0.01% | 379 |
|
|
2017
Q4 | $11K | Hold |
394
| – | – | ﹤0.01% | 385 |
|
|
2017
Q3 | $10K | Hold |
394
| – | – | ﹤0.01% | 365 |
|
|
2017
Q2 | $10K | Hold |
394
| – | – | ﹤0.01% | 358 |
|
|
2017
Q1 | $9K | Hold |
394
| – | – | ﹤0.01% | 346 |
|
|
2016
Q4 | $9K | Buy |
394
+98
| +33% | +$2.1K | ﹤0.01% | 346 |
|
|
2016
Q3 | $6K | Sell |
296
-41
| -12% | -$846 | ﹤0.01% | 362 |
|
|
2016
Q2 | $7K | Sell |
337
-46
| -12% | -$931 | ﹤0.01% | 362 |
|
|
2016
Q1 | $8K | Sell |
383
-2,473
| -87% | -$47.1K | ﹤0.01% | 302 |
|
|
2015
Q4 | $60K | Hold |
2,856
| – | – | 0.02% | 192 |
|
|
2015
Q3 | $57K | Hold |
2,856
| – | – | 0.02% | 192 |
|
|
2015
Q2 | $61K | Buy |
2,856
+2,563
| +875% | +$55.3K | 0.02% | 195 |
|
|
2015
Q1 | $6K | Hold |
293
| – | – | ﹤0.01% | 335 |
|
|
2014
Q4 | $6K | Buy |
+293
| New | +$6.14K | ﹤0.01% | 357 |
|
Other funds holding XLF
Tortoise Investment Management's XLF Position: Q1 2026 in Review
Tortoise Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, selling an estimated $53.1K and leaving 4,347 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #228.
Tortoise Investment Management first reported a position in XLF in Q4 2014 and has held it in 46 quarters since. The position peaked at $294K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Tortoise Investment Management held 4,347 shares of State Street Financial Select Sector SPDR ETF worth $215K as of Q1 2026.
- Tortoise Investment Management sold 1,019 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $53.1K.
- State Street Financial Select Sector SPDR ETF made up 0.02% of Tortoise Investment Management's portfolio in Q1 2026, its #228 holding.
- Tortoise Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
- Tortoise Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $294K in Q4 2025.
- 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.