Unisphere Establishment’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Unisphere Establishment’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	$16.1M	Sell	300,000 -2,200,000	-88%	-$114M	0.14%	39
2026 Q1	$123M	Buy	2,500,000 +1,200,000	+92%	+$62.5M	1.04%	23
2025 Q4	$71.2M	Buy	+1,300,000	New	+$69.3M	0.53%	31
2025 Q2	–	Sell	-175,000	Closed	-$8.72M	–	66
2025 Q1	$8.72M	Buy	+175,000	New	+$8.78M	0.08%	43
2024 Q4	–	Sell	-175,000	Closed	-$7.93M	–	70
2024 Q3	$7.93M	Sell	175,000 -125,000	-42%	-$5.45M	0.08%	48
2024 Q2	$12.3M	Buy	300,000 +100,000	+50%	+$4.12M	0.12%	39
2024 Q1	$8.42M	Buy	+200,000	New	+$7.9M	0.09%	48

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

Unisphere Establishment's XLF Position: Q2 2026 in Review

Unisphere Establishment reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 88% in Q2 2026, selling an estimated $114M and leaving 300,000 shares worth $16.1M. The position accounts for 0.14% of the portfolio, ranked #39.

Unisphere Establishment first reported a position in XLF in Q1 2024 and has held it in 7 quarters since. The position peaked at $123M in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Unisphere Establishment held 300,000 shares of State Street Financial Select Sector SPDR ETF worth $16.1M as of Q2 2026.
Unisphere Establishment sold 2,200,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $114M.
State Street Financial Select Sector SPDR ETF made up 0.14% of Unisphere Establishment's portfolio in Q2 2026, its #39 holding.
Unisphere Establishment first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
Unisphere Establishment's State Street Financial Select Sector SPDR ETF position peaked at $123M in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Unisphere Establishment's 13F filing for Q2 2026, filed 14 Aug 2026.