Townsend Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Townsend Asset Management’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	$105K	Buy	1,970 +718	+57%	+$40.7K	0.03%	144
2026 Q2	$67.1K	Buy	1,252 +49	+4%	+$2.55K	0.02%	161
2026 Q1	$59.4K	Buy	1,203 +1,196	+17,086%	+$62.3K	0.02%	156
2025 Q4	$383	Hold	7	–	–	﹤0.01%	173
2025 Q3	$377	Hold	7	–	–	﹤0.01%	167
2025 Q2	$367	Hold	7	–	–	﹤0.01%	176
2025 Q1	$349	Hold	7	–	–	﹤0.01%	173
2024 Q4	$338	Hold	7	–	–	﹤0.01%	183
2024 Q3	$317	Hold	7	–	–	﹤0.01%	194
2024 Q2	$288	Hold	7	–	–	﹤0.01%	194
2024 Q1	$295	Hold	7	–	–	﹤0.01%	194
2023 Q4	$263	Hold	7	–	–	﹤0.01%	191
2023 Q3	$232	Sell	7 -25	-78%	-$861	﹤0.01%	186
2023 Q2	$1.08K	Hold	32	–	–	﹤0.01%	193
2023 Q1	$1.03K	Buy	+32	New	+$1.11K	﹤0.01%	194

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Townsend Asset Management's XLF Position: Q3 2026 in Review

Townsend Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 57% in Q3 2026, buying an estimated $40.7K and bringing the position to 1,970 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #144.

Townsend Asset Management first reported a position in XLF in Q1 2023 and has held it in 15 quarters since. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Townsend Asset Management held 1,970 shares of State Street Financial Select Sector SPDR ETF worth $105K as of Q3 2026.
Townsend Asset Management bought 718 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $40.7K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Townsend Asset Management's portfolio in Q3 2026, its #144 holding.
Townsend Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Townsend Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.