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Trust Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Trust Company’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
Q2 		$3.74M Sell
69,794
-1,419
-2% -$73.8K 0.34% 36
2026
Q1 		$3.52M Sell
71,213
-2,858
-4% -$149K 0.33% 35
2025
Q4 		$4.06M Sell
74,071
-1,198
-2% -$63.8K 0.38% 34
2025
Q3 		$4.05M Buy
75,269
+3,425
+5% +$181K 0.41% 32
2025
Q2 		$3.76M Sell
71,844
-18,183
-20% -$900K 0.42% 32
2025
Q1 		$4.48M Sell
90,027
-56,856
-39% -$2.85M 0.53% 28
2024
Q4 		$7.1M Buy
146,883
+5,760
+4% +$279K 0.81% 23
2024
Q3 		$6.4M Buy
141,123
+14,181
+11% +$619K 0.77% 24
2024
Q2 		$5.22M Buy
126,942
+228
+0.2% +$9.38K 0.67% 24
2024
Q1 		$5.34M Sell
126,714
-2,775
-2% -$110K 0.7% 24
2023
Q4 		$4.87M Sell
129,489
-4,225
-3% -$146K 0.63% 24
2023
Q3 		$4.44M Buy
133,714
+40
+0% +$1.38K 0.72% 21
2023
Q2 		$4.51M Buy
133,674
+32,876
+33% +$1.07M 0.67% 22
2023
Q1 		$3.24M Sell
100,798
-10,185
-9% -$354K 0.49% 24
2022
Q4 		$3.8M Buy
110,983
+531
+0.5% +$18K 0.62% 21
2022
Q3 		$3.35M Sell
110,452
-5,912
-5% -$195K 0.73% 18
2022
Q2 		$3.66M Buy
116,364
+3,632
+3% +$126K 0.79% 18
2022
Q1 		$4.32M Buy
112,732
+8,995
+9% +$352K 0.84% 19
2021
Q4 		$4.05M Sell
103,737
-9,225
-8% -$363K 0.95% 18
2021
Q3 		$4.24M Buy
112,962
+13,246
+13% +$496K 1.09% 14
2021
Q2 		$3.66M Sell
99,716
-11,032
-10% -$404K 2.57% 10
2021
Q1 		$3.77M Sell
110,748
-30,554
-22% -$981K 2.72% 7
2020
Q4 		$4.17M Sell
141,302
-25,996
-16% -$695K 3.29% 5
2020
Q3 		$4.03M Buy
167,298
+6,725
+4% +$164K 3.39% 4
2020
Q2 		$3.72M Sell
160,573
-8,095
-5% -$184K 3.53% 4
2020
Q1 		$3.51M Sell
168,668
-14,815
-8% -$408K 3.87% 5
2019
Q4 		$5.65M Buy
183,483
+3,605
+2% +$106K 4.97% 2
2019
Q3 		$5.04M Sell
179,878
-29,642
-14% -$818K 4.76% 1
2019
Q2 		$5.78M Sell
209,520
-190,107
-48% -$5.15M 5.32% 1
2019
Q1 		$10.3M Buy
399,627
+50,104
+14% +$1.29M 5.99% 1
2018
Q4 		$8.33M Buy
+349,523
New +$9.08M 4.63% 2
2017
Q2 		– Sell
-300
Closed -$7K – 342
2017
Q1 		$7K Sell
300
-553
-65% -$13.2K ﹤0.01% 302
2016
Q4 		$20K Sell
853
-2,344
-73% -$50.3K 0.01% 239
2016
Q3 		$62K Sell
3,197
-8,542
-73% -$176K 0.03% 169
2016
Q2 		$236K Sell
11,739
-112
-0.9% -$2.27K 0.09% 99
2016
Q1 		$234K Sell
11,851
-6,628
-36% -$126K 0.11% 98
2015
Q4 		$387K Buy
18,479
+12,537
+211% +$264K 0.18% 73
2015
Q3 		$118K Sell
5,942
-547
-8% -$11.6K 0.07% 109
2015
Q2 		$139K Sell
6,489
-160,031
-96% -$3.45M 0.09% 124
2015
Q1 		$3.52M Buy
+166,520
New +$3.52M 2.23% 4

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Trust Company's XLF Position: Q2 2026 in Review

Trust Company reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, selling an estimated $73.8K and leaving 69,794 shares worth $3.74M. The position accounts for 0.34% of the portfolio, ranked #36.

Trust Company first reported a position in XLF in Q1 2015 and has held it in 40 quarters since. The position peaked at $10.3M in Q1 2019. 444 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Trust Company held 69,794 shares of State Street Financial Select Sector SPDR ETF worth $3.74M as of Q2 2026.
  • Trust Company sold 1,419 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $73.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.34% of Trust Company's portfolio in Q2 2026, its #36 holding.
  • Trust Company first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 40 quarters since.
  • Trust Company's State Street Financial Select Sector SPDR ETF position peaked at $10.3M in Q1 2019.
  • 444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.