Whitney & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Whitney & Co’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	$496K	Buy	9,249 +914	+11%	+$47.5K	0.04%	124
2026 Q1	$411K	Hold	8,335	–	–	0.03%	130
2025 Q4	$457K	Hold	8,335	–	–	0.04%	123
2025 Q3	$449K	Hold	8,335	–	–	0.04%	95
2025 Q2	$437K	Buy	8,335 +50	+0.6%	+$2.48K	0.04%	94
2025 Q1	$413K	Hold	8,285	–	–	0.04%	94
2024 Q4	$400K	Hold	8,285	–	–	0.04%	95
2024 Q3	$375K	Hold	8,285	–	–	0.04%	97
2024 Q2	$341K	Hold	8,285	–	–	0.04%	96
2024 Q1	$349K	Hold	8,285	–	–	0.04%	102
2023 Q4	$312K	Hold	8,285	–	–	0.04%	105
2023 Q3	$275K	Hold	8,285	–	–	0.04%	108
2023 Q2	$279K	Hold	8,285	–	–	0.04%	106
2023 Q1	$266K	Hold	8,285	–	–	0.04%	106
2022 Q4	$283K	Hold	8,285	–	–	0.05%	107
2022 Q3	$252K	Hold	8,285	–	–	0.05%	113
2022 Q2	$261K	Sell	8,285 -50	-0.6%	-$1.73K	0.05%	107
2022 Q1	$319K	Hold	8,335	–	–	0.05%	109
2021 Q4	$325K	Sell	8,335 -25	-0.3%	-$983	0.05%	109
2021 Q3	$314K	Hold	8,360	–	–	0.05%	108
2021 Q2	$307K	Hold	8,360	–	–	0.05%	106
2021 Q1	$285K	Sell	8,360 -165	-2%	-$5.3K	0.05%	107
2020 Q4	$255K	Sell	8,525 -25	-0.3%	-$669	0.04%	113
2020 Q3	$206K	Buy	+8,550	New	+$208K	0.04%	110
2020 Q1	–	Sell	-11,605	Closed	-$357K	–	107
2019 Q4	$357K	Buy	11,605 +240	+2%	+$7.04K	0.07%	92
2019 Q3	$334K	Sell	11,365 -2,600	-19%	-$71.8K	0.07%	90
2019 Q2	$385K	Sell	13,965 -1,360	-9%	-$36.8K	0.09%	88
2019 Q1	$429K	Sell	15,325 -30,560	-67%	-$789K	0.1%	87
2018 Q4	$1.2M	Buy	+45,885	New	+$1.19M	0.31%	63

Other funds holding XLF

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

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Whitney & Co's XLF Position: Q2 2026 in Review

Whitney & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $47.5K and bringing the position to 9,249 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #124.

Whitney & Co first reported a position in XLF in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.2M in Q4 2018. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Whitney & Co held 9,249 shares of State Street Financial Select Sector SPDR ETF worth $496K as of Q2 2026.
Whitney & Co bought 914 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $47.5K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Whitney & Co's portfolio in Q2 2026, its #124 holding.
Whitney & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Whitney & Co's State Street Financial Select Sector SPDR ETF position peaked at $1.2M in Q4 2018.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.