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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,896 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.
1,896 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.