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

WhitTier Trust Company’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	$328K	Hold	5,859	–	–	0.01%	446
2026 Q1	$292K	Sell	5,859 -4,725	-45%	-$246K	0.01%	443
2025 Q4	$597K	Buy	10,584 +1,211	+13%	+$64.5K	0.01%	343
2025 Q3	$504K	Sell	9,373 -2,080	-18%	-$110K	0.01%	354
2025 Q2	$600K	Hold	11,453	–	–	0.01%	377
2025 Q1	$570K	Buy	11,453 +1,734	+18%	+$87K	0.01%	366
2024 Q4	$470K	Hold	9,719	–	–	0.01%	372
2024 Q3	$440K	Hold	9,719	–	–	0.01%	372
2024 Q2	$400K	Hold	9,719	–	–	0.01%	373
2024 Q1	$409K	Sell	9,719 -2,178	-18%	-$86K	0.01%	366
2023 Q4	$447K	Hold	11,897	–	–	0.01%	356
2023 Q3	$395K	Hold	11,897	–	–	0.01%	359
2023 Q2	$401K	Hold	11,897	–	–	0.01%	364
2023 Q1	$382K	Buy	11,897 +1,451	+14%	+$50.4K	0.01%	369
2022 Q4	$357K	Sell	10,446 -68,571	-87%	-$2.32M	0.01%	380
2022 Q3	$2.4M	Sell	79,017 -500	-0.6%	-$16.5K	0.1%	177
2022 Q2	$2.5M	Buy	79,517 +1,031	+1%	+$35.6K	0.1%	175
2022 Q1	$3.01M	Buy	78,486 +17,525	+29%	+$685K	0.11%	162
2021 Q4	$2.38M	Hold	60,961	–	–	0.09%	183
2021 Q3	$2.29M	Sell	60,961 -175	-0.3%	-$6.55K	0.09%	181
2021 Q2	$2.24M	Buy	61,136 +928	+2%	+$33.9K	0.09%	181
2021 Q1	$2.05M	Buy	60,208 +52,452	+676%	+$1.68M	0.09%	183
2020 Q4	$229K	Hold	7,756	–	–	0.01%	413
2020 Q3	$187K	Hold	7,756	–	–	0.01%	433
2020 Q2	$179K	Sell	7,756 -8,156	-51%	-$185K	0.01%	412
2020 Q1	$331K	Sell	15,912 -730	-4%	-$20.1K	0.03%	321
2019 Q4	$512K	Sell	16,642 -130	-0.8%	-$3.81K	0.03%	297
2019 Q3	$470K	Buy	16,772 +1,211	+8%	+$33.4K	0.03%	303
2019 Q2	$429K	Sell	15,561 -815	-5%	-$22.1K	0.03%	301
2019 Q1	$421K	Sell	16,376 -9,235	-36%	-$238K	0.03%	300
2018 Q4	$610K	Buy	25,611 +10,336	+68%	+$268K	0.05%	238
2018 Q3	$421K	Hold	15,275	–	–	0.03%	288
2018 Q2	$406K	Buy	15,275 +1,900	+14%	+$52.4K	0.03%	288
2018 Q1	$369K	Buy	13,375 +1,805	+16%	+$52K	0.03%	296
2017 Q4	$323K	Hold	11,570	–	–	0.03%	304
2017 Q3	$299K	Hold	11,570	–	–	0.03%	306
2017 Q2	$285K	Hold	11,570	–	–	0.03%	310
2017 Q1	$274K	Buy	11,570 +900	+8%	+$21.6K	0.03%	308
2016 Q4	$248K	Sell	10,670 -3,420	-24%	-$73.4K	0.03%	314
2016 Q3	$272K	Buy	14,090 +688	+5%	+$14.2K	0.03%	304
2016 Q2	$269K	Sell	13,402 -2,546	-16%	-$51.5K	0.03%	307
2016 Q1	$315K	Hold	15,948	–	–	0.04%	282
2015 Q4	$333K	Buy	15,948 +12,303	+338%	+$259K	0.04%	281
2015 Q3	$72K	Buy	3,645 +228	+7%	+$4.83K	0.01%	466
2015 Q2	$73K	Buy	+3,417	New	+$73.8K	0.01%	486

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

WhitTier Trust Company's XLF Position: Q2 2026 in Review

WhitTier Trust Company held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,859 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #446.

WhitTier Trust Company first reported a position in XLF in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.01M in Q1 2022. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

WhitTier Trust Company held 5,859 shares of State Street Financial Select Sector SPDR ETF worth $328K as of Q2 2026.
WhitTier Trust Company left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #446 holding.
WhitTier Trust Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 45 quarters since.
WhitTier Trust Company's State Street Financial Select Sector SPDR ETF position peaked at $3.01M in Q1 2022.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.