West Branch Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-29
Closed -$1.43K 392
2026
Q1
$1.43K Buy
+29
New +$1.51K ﹤0.01% 313
2025
Q1
Sell
-167
Closed -$8.07K 583
2024
Q4
$8.07K Buy
+167
New +$8.07K ﹤0.01% 286
2022
Q2
Sell
-3,000
Closed -$115K 461
2022
Q1
$115K Buy
+3,000
New +$117K 0.05% 116

Other funds holding XLF

West Branch Capital's XLF Position: Q2 2026 in Review

West Branch Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 29 shares — an estimated $1.43K sold.

West Branch Capital first reported a position in XLF in Q1 2022 and held it in 3 quarters. The position peaked at $115K in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • West Branch Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 29 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.43K.
  • West Branch Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • West Branch Capital's State Street Financial Select Sector SPDR ETF position peaked at $115K in Q1 2022.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.