Toth Financial Advisory’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
Q3 | $12.7M | Buy |
237,449
+11,465
| +5% | +$650K | 1.27% | 21 |
|
|
2026
Q2 | $12.1M | Buy |
225,984
+1,381
| +0.6% | +$71.8K | 1.18% | 23 |
|
|
2026
Q1 | $11.1M | Sell |
224,603
-3,469
| -2% | -$181K | 1.22% | 24 |
|
|
2025
Q4 | $12.5M | Sell |
228,072
-14,165
| -6% | -$755K | 1.36% | 19 |
|
|
2025
Q3 | $13M | Buy |
242,237
+8,955
| +4% | +$474K | 1.41% | 18 |
|
|
2025
Q2 | $12.2M | Buy |
233,282
+27,963
| +14% | +$1.38M | 1.43% | 17 |
|
|
2025
Q1 | $10.2M | Buy |
205,319
+11,792
| +6% | +$591K | 1.23% | 24 |
|
|
2024
Q4 | $9.35M | Buy |
193,527
+8,884
| +5% | +$430K | 1.1% | 26 |
|
|
2024
Q3 | $8.37M | Buy |
184,643
+10,134
| +6% | +$442K | 0.99% | 35 |
|
|
2024
Q2 | $7.17M | Buy |
174,509
+9,195
| +6% | +$378K | 0.91% | 38 |
|
|
2024
Q1 | $6.96M | Buy |
165,314
+22,958
| +16% | +$906K | 0.87% | 42 |
|
|
2023
Q4 | $5.35M | Buy |
142,356
+14,189
| +11% | +$491K | 0.73% | 48 |
|
|
2023
Q3 | $4.25M | Buy |
128,167
+7,110
| +6% | +$245K | 0.65% | 56 |
|
|
2023
Q2 | $4.08M | Buy |
121,057
+1,307
| +1% | +$42.7K | 0.59% | 65 |
|
|
2023
Q1 | $3.85M | Buy |
119,750
+949
| +0.8% | +$33K | 0.6% | 63 |
|
|
2022
Q4 | $4.06M | Buy |
118,801
+7,307
| +7% | +$247K | 0.66% | 58 |
|
|
2022
Q3 | $3.38M | Buy |
111,494
+8,007
| +8% | +$265K | 0.61% | 61 |
|
|
2022
Q2 | $3.26M | Sell |
103,487
-122,827
| -54% | -$4.24M | 0.57% | 64 |
|
|
2022
Q1 | $8.67M | Buy |
226,314
+16,278
| +8% | +$636K | 1.3% | 19 |
|
|
2021
Q4 | $8.2M | Buy |
210,036
+13,167
| +7% | +$518K | 1.12% | 29 |
|
|
2021
Q3 | $7.39M | Buy |
196,869
+12,823
| +7% | +$480K | 1.12% | 29 |
|
|
2021
Q2 | $6.75M | Buy |
184,046
+13,897
| +8% | +$508K | 1.03% | 33 |
|
|
2021
Q1 | $5.79M | Buy |
170,149
+38,629
| +29% | +$1.24M | 0.92% | 37 |
|
|
2020
Q4 | $3.88M | Buy |
131,520
+41,322
| +46% | +$1.11M | 0.66% | 57 |
|
|
2020
Q3 | $2.17M | Buy |
90,198
+17,266
| +24% | +$420K | 0.42% | 69 |
|
|
2020
Q2 | $1.69M | Buy |
72,932
+1,284
| +2% | +$29.2K | 0.37% | 73 |
|
|
2020
Q1 | $1.49M | Sell |
71,648
-186,919
| -72% | -$5.15M | 0.43% | 69 |
|
|
2019
Q4 | $7.96M | Buy |
258,567
+4,416
| +2% | +$130K | 1.61% | 15 |
|
|
2019
Q3 | $7.12M | Buy |
254,151
+3,761
| +2% | +$104K | 1.56% | 18 |
|
|
2019
Q2 | $6.91M | Buy |
250,390
+11,082
| +5% | +$300K | 1.55% | 19 |
|
|
2019
Q1 | $6.15M | Sell |
239,308
-11,332
| -5% | -$292K | 1.44% | 25 |
|
|
2018
Q4 | $5.97M | Sell |
250,640
-13,081
| -5% | -$340K | 1.63% | 19 |
|
|
2018
Q3 | $7.27M | Sell |
263,721
-6,189
| -2% | -$173K | 1.61% | 17 |
|
|
2018
Q2 | $7.18M | Buy |
269,910
+876
| +0.3% | +$24.2K | 1.68% | 13 |
|
|
2018
Q1 | $7.42M | Sell |
269,034
-595
| -0.2% | -$17.1K | 1.8% | 12 |
|
|
2017
Q4 | $7.52M | Buy |
269,629
+1,840
| +0.7% | +$49.5K | 1.78% | 12 |
|
|
2017
Q3 | $6.92M | Buy |
267,789
+5,282
| +2% | +$132K | 1.75% | 14 |
|
|
2017
Q2 | $6.48M | Sell |
262,507
-819
| -0.3% | -$19.4K | 1.69% | 18 |
|
|
2017
Q1 | $6.25M | Buy |
263,326
+13,608
| +5% | +$326K | 1.66% | 21 |
|
|
2016
Q4 | $5.81M | Buy |
249,718
+10,986
| +5% | +$236K | 1.67% | 18 |
|
|
2016
Q3 | $4.61M | Sell |
238,732
-32,043
| -12% | -$661K | 1.35% | 27 |
|
|
2016
Q2 | $5.43M | Buy |
270,775
+14,122
| +6% | +$286K | 1.66% | 21 |
|
|
2016
Q1 | $5.07M | Sell |
256,653
-1,590
| -0.6% | -$30.3K | 1.66% | 21 |
|
|
2015
Q4 | $5.4M | Buy |
258,243
+12,526
| +5% | +$264K | 1.79% | 18 |
|
|
2015
Q3 | $4.89M | Sell |
245,717
-138
| -0.1% | -$2.92K | 1.79% | 21 |
|
|
2015
Q2 | $5.26M | Buy |
245,855
+798
| +0.3% | +$17.2K | 1.76% | 20 |
|
|
2015
Q1 | $5.19M | Buy |
245,057
+11,271
| +5% | +$238K | 1.74% | 22 |
|
|
2014
Q4 | $5.08M | Buy |
233,786
+7,577
| +3% | +$159K | 1.76% | 21 |
|
|
2014
Q3 | $4.6M | Buy |
226,209
+4,833
| +2% | +$97.6K | 1.74% | 24 |
|
|
2014
Q2 | $4.42M | Buy |
221,376
+3,814
| +2% | +$74.3K | 1.68% | 25 |
|
|
2014
Q1 | $4.27M | Buy |
217,562
+4,755
| +2% | +$90.8K | 1.73% | 24 |
|
|
2013
Q4 | $4.08M | Buy |
212,807
+15,369
| +8% | +$283K | 1.73% | 24 |
|
|
2013
Q3 | $3.45M | Buy |
197,438
+3,083
| +2% | +$54.7K | 1.62% | 26 |
|
|
2013
Q2 | $3.32M | Buy |
+194,355
| New | +$3.26M | 1.63% | 26 |
|
Other funds holding XLF
Toth Financial Advisory's XLF Position: Q3 2026 in Review
Toth Financial Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q3 2026, buying an estimated $650K and bringing the position to 237,449 shares worth $12.7M. The position accounts for 1.27% of the portfolio, ranked #21.
Toth Financial Advisory first reported a position in XLF in Q2 2013 and has held it in 54 quarters since. The position peaked at $13M in Q3 2025. 608 funds tracked by Wall St. Rank hold XLF as of Q3 2026.
- Toth Financial Advisory held 237,449 shares of State Street Financial Select Sector SPDR ETF worth $12.7M as of Q3 2026.
- Toth Financial Advisory bought 11,465 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $650K.
- State Street Financial Select Sector SPDR ETF made up 1.27% of Toth Financial Advisory's portfolio in Q3 2026, its #21 holding.
- Toth Financial Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
- Toth Financial Advisory's State Street Financial Select Sector SPDR ETF position peaked at $13M in Q3 2025.
- 608 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.
Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.