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

Washington Trust’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 Q3	$10.4M	Buy	194,664 +17,823	+10%	+$1.01M	0.32%	76
2026 Q2	$9.48M	Buy	176,841 +1,993	+1%	+$104K	0.29%	78
2026 Q1	$8.63M	Buy	174,848 +51,157	+41%	+$2.67M	0.29%	87
2025 Q4	$6.77M	Buy	123,691 +3,499	+3%	+$186K	0.22%	97
2025 Q3	$6.47M	Buy	120,192 +11,349	+10%	+$601K	0.21%	98
2025 Q2	$5.7M	Sell	108,843 -1,965	-2%	-$97.3K	0.2%	98
2025 Q1	$5.52M	Buy	110,808 +6,899	+7%	+$346K	0.21%	97
2024 Q4	$5.02M	Buy	103,909 +2,788	+3%	+$135K	0.18%	97
2024 Q3	$4.58M	Buy	101,121 +4,934	+5%	+$215K	0.16%	103
2024 Q2	$3.95M	Buy	96,187 +752	+0.8%	+$30.9K	0.14%	106
2024 Q1	$4.02M	Buy	95,435 +26	+0%	+$1.03K	0.15%	107
2023 Q4	$3.59M	Buy	95,409 +9,553	+11%	+$331K	0.14%	108
2023 Q3	$2.85M	Sell	85,856 -3,095	-3%	-$107K	0.13%	108
2023 Q2	$3M	Buy	88,951 +5,630	+7%	+$184K	0.13%	109
2023 Q1	$2.68M	Sell	83,321 -12,966	-13%	-$451K	0.12%	109
2022 Q4	$3.29M	Buy	96,287 +94,961	+7,161%	+$3.21M	0.15%	107
2022 Q3	$41K	Buy	1,326 +299	+29%	+$9.9K	﹤0.01%	428
2022 Q2	$32K	Hold	1,027	–	–	﹤0.01%	480
2022 Q1	$39K	Hold	1,027	–	–	﹤0.01%	468
2021 Q4	$40K	Hold	1,027	–	–	﹤0.01%	476
2021 Q3	$38K	Hold	1,027	–	–	﹤0.01%	577
2021 Q2	$38K	Hold	1,027	–	–	﹤0.01%	582
2021 Q1	$35K	Hold	1,027	–	–	﹤0.01%	586
2020 Q4	$30K	Hold	1,027	–	–	﹤0.01%	602
2020 Q3	$24K	Sell	1,027 -10	-1%	-$243	﹤0.01%	592
2020 Q2	$24K	Sell	1,037 -15	-1%	-$341	﹤0.01%	531
2020 Q1	$22K	Buy	+1,052	New	+$29K	﹤0.01%	535
2018 Q3	–	Sell	-1,875	Closed	-$50K	–	831
2018 Q2	$50K	Buy	+1,875	New	+$51.7K	﹤0.01%	420

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Washington Trust's XLF Position: Q3 2026 in Review

Washington Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q3 2026, buying an estimated $1.01M and bringing the position to 194,664 shares worth $10.4M. The position accounts for 0.32% of the portfolio, ranked #76.

Washington Trust first reported a position in XLF in Q2 2018 and has held it in 28 quarters since. 660 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Washington Trust held 194,664 shares of State Street Financial Select Sector SPDR ETF worth $10.4M as of Q3 2026.
Washington Trust bought 17,823 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.01M.
State Street Financial Select Sector SPDR ETF made up 0.32% of Washington Trust's portfolio in Q3 2026, its #76 holding.
Washington Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
660 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.