Union Savings Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Union Savings Bank’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	$945K	Sell	17,635 -1	-0%	-$52	0.38%	50
2026 Q1	$871K	Hold	17,636	–	–	0.38%	52
2025 Q4	$966K	Buy	+17,636	New	+$940K	0.42%	49
2025 Q2	$987K	Sell	18,856 -1,172	-6%	-$58K	0.45%	43
2025 Q1	$998K	Hold	20,028	–	–	0.49%	40
2024 Q4	$968K	Sell	20,028 -830	-4%	-$40.1K	0.48%	45
2024 Q3	$945K	Sell	20,858 -870	-4%	-$38K	0.46%	48
2024 Q2	$893K	Sell	21,728 -1,214	-5%	-$50K	0.47%	48
2024 Q1	$966K	Sell	22,942 -481	-2%	-$19K	0.51%	44
2023 Q4	$880K	Sell	23,423 -102	-0.4%	-$3.53K	0.5%	51
2023 Q3	$780K	Hold	23,525	–	–	0.49%	53
2023 Q2	$831K	Buy	+23,525	New	+$768K	0.5%	53

Other funds holding XLF

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Union Savings Bank's XLF Position: Q2 2026 in Review

Union Savings Bank reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.01% in Q2 2026, selling an estimated $52 and leaving 17,635 shares worth $945K. The position accounts for 0.38% of the portfolio, ranked #50.

Union Savings Bank first reported a position in XLF in Q2 2023 and has held it in 12 quarters since. The position peaked at $998K in Q1 2025. 1,224 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Union Savings Bank held 17,635 shares of State Street Financial Select Sector SPDR ETF worth $945K as of Q2 2026.
Union Savings Bank sold 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.38% of Union Savings Bank's portfolio in Q2 2026, its #50 holding.
Union Savings Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's State Street Financial Select Sector SPDR ETF position peaked at $998K in Q1 2025.
1,224 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.