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

Yarbrough Capital’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 Q1	$9.87M	Hold	200,000	–	–	0.35%	32
2025 Q4	$11M	Hold	200,000	–	–	0.34%	34
2025 Q3	$10.8M	Hold	200,000	–	–	0.34%	37
2025 Q2	$10.5M	Hold	200,000	–	–	0.37%	37
2025 Q1	$9.96M	Hold	200,000	–	–	0.43%	32
2024 Q4	$9.67M	Hold	200,000	–	–	0.37%	32
2024 Q3	$9.06M	Hold	200,000	–	–	0.37%	32
2024 Q2	$8.22M	Hold	200,000	–	–	0.34%	33
2024 Q1	$8.42M	Hold	200,000	–	–	0.37%	34
2023 Q4	$7.52M	Hold	200,000	–	–	0.39%	35
2023 Q3	$6.63M	Hold	200,000	–	–	0.39%	34
2023 Q2	$6.74M	Sell	200,000 -28,568	-12%	-$932K	0.38%	34
2023 Q1	$7.35M	Hold	228,568	–	–	0.6%	33
2022 Q4	$7.82M	Buy	228,568 +51,196	+29%	+$1.73M	0.62%	30
2022 Q3	$5.38M	Hold	177,372	–	–	0.43%	36
2022 Q2	$5.58M	Buy	177,372 +28,468	+19%	+$984K	0.42%	35
2022 Q1	$5.71M	Buy	148,904 +51,142	+52%	+$2M	0.32%	41
2021 Q4	$3.82M	Buy	+97,762	New	+$3.84M	0.2%	63

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Yarbrough Capital's XLF Position: Q1 2026 in Review

Yarbrough Capital held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 200,000 shares worth $9.87M. The position accounts for 0.35% of the portfolio, ranked #32.

Yarbrough Capital first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $11M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Yarbrough Capital held 200,000 shares of State Street Financial Select Sector SPDR ETF worth $9.87M as of Q1 2026.
Yarbrough Capital left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.35% of Yarbrough Capital's portfolio in Q1 2026, its #32 holding.
Yarbrough Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's State Street Financial Select Sector SPDR ETF position peaked at $11M in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.