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

Trust Point Inc’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 		$980K Hold
18,285
– – 0.08% 125
2026
Q1 		$903K Sell
18,285
-71
-0.4% -$3.7K 0.08% 136
2025
Q4 		$1.01M Buy
18,356
+182
+1% +$9.7K 0.08% 119
2025
Q3 		$979K Hold
18,174
– – 0.08% 121
2025
Q2 		$952K Sell
18,174
-324
-2% -$16K 0.09% 111
2025
Q1 		$921K Buy
18,498
+324
+2% +$16.3K 0.08% 124
2024
Q4 		$878K Hold
18,174
– – 0.06% 182
2024
Q3 		$824K Hold
18,174
– – 0.06% 192
2024
Q2 		$747K Hold
18,174
– – 0.06% 195
2024
Q1 		$765K Hold
18,174
– – 0.06% 204
2023
Q4 		$683K Buy
+18,174
New +$629K 0.06% 209

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Trust Point Inc's XLF Position: Q2 2026 in Review

Trust Point Inc held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 18,285 shares worth $980K. The position accounts for 0.08% of the portfolio, ranked #125.

Trust Point Inc first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 569 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Trust Point Inc held 18,285 shares of State Street Financial Select Sector SPDR ETF worth $980K as of Q2 2026.
  • Trust Point Inc left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #125 holding.
  • Trust Point Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's State Street Financial Select Sector SPDR ETF position peaked at $1.01M in Q4 2025.
  • 569 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.