University of Texas/Texas AM Investment Management Co (UTIMCO)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$1.89M	Buy	35,233 +465	+1%	+$24.2K	0.22%	68
2026 Q1	$1.72M	Sell	34,768 -5,025	-13%	-$262K	0.25%	74
2025 Q4	$2.18M	Buy	39,793 +3,720	+10%	+$198K	0.31%	63
2025 Q3	$1.94M	Buy	36,073 +7,178	+25%	+$380K	0.28%	58
2025 Q2	$1.51M	Buy	28,895 +630	+2%	+$31.2K	0.24%	64
2025 Q1	$1.41M	Buy	28,265 +16,316	+137%	+$818K	0.24%	58
2024 Q4	$577K	Hold	11,949	–	–	0.07%	83
2024 Q3	$542K	Hold	11,949	–	–	0.09%	76
2024 Q2	$491K	Sell	11,949 -3,270	-21%	-$135K	0.1%	84
2024 Q1	$641K	Buy	15,219 +1,573	+12%	+$62.1K	0.13%	69
2023 Q4	$513K	Buy	13,646 +7,527	+123%	+$261K	0.14%	59
2023 Q3	$203K	Buy	+6,119	New	+$211K	0.08%	19

Other funds holding XLF

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s XLF Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q2 2026, buying an estimated $24.2K and bringing the position to 35,233 shares worth $1.89M. The position accounts for 0.22% of the portfolio, ranked #68.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2025. 1,506 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 35,233 shares of State Street Financial Select Sector SPDR ETF worth $1.89M as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) bought 465 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.2K.
State Street Financial Select Sector SPDR ETF made up 0.22% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #68 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s State Street Financial Select Sector SPDR ETF position peaked at $2.18M in Q4 2025.
1,506 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.